Joseph joined Concierge Legacy Advisors as a Financial Advisor in January 2018 after 12 years with Ameriprise Financial. He uses a comprehensive financial planning approach to look at a client’s entire financial picture in order to help guide them towards their goals. Working with you as a trusted advisor and accountability partner allows Joe to help you create, protect and preserve your wealth.
Joseph and his wife Marci have two daughters and live in Vancouver, WA.