Joe has over twenty years of experience in the financial services industry.
He has been helping clients pursue their financial goals as an independent
financial advisor since co-founding Asset Protection Strategies Group in
2003. In 2016, the company name was rebranded to Unified Wealth Advisors,
to better reflect the coordinated team approach he takes when serving
clients. Over the years, Joe has assembled a team of industry specialists,
covering multiple areas of financial planning and personal finance, to better
serve the extensive needs of his clients.
Joe leverages his investment experience, product expertise, and knowledge
of today’s economic environment to help guide his clients toward making
informed investment decisions. As the Investment Executive for Unified
Wealth Advisors, Joe specializes in client risk profiling, investment
management and portfolio construction based on macroeconomic themes
and individual needs.
Joe strives to develop personal relationships with his clients, built on
respect and active listening. He takes pride in his unique ability to
communicate complex investment related subject matter in a way that is
simple and easy to understand.
A graduate of Sonoma State University, he earned a bachelor’s degree in
Business Administration, with an emphasis in Finance. Joe holds FINRA
Series 7, 24, 63, and 66 registrations through LPL Financial and Strategic
Wealth Advisor Group. He holds a California Insurance license and is an
Accredited Portfolio Management Advisor® designee.
Joe lives in Rohnert Park with his wife Kindra, daughter Payton, and son
Trevor. Favorite activities include summer camping trips, youth sports, golf,
and spending time with family and friends.