Joe is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities. He has been with the company since July of 2000. Joe works closely with high income earners in the medical and executive space. His job is to oversee investment strategies that align with a fully integrated financial plan and balance sheet. Beyond his technical experience, clients benefit from the various events Joe has experienced in his career including “Y2K”, the 9/11 terror attacks, recessions, including the “Great Recession” of the 2008/2009 housing crisis and most recently the fears around the spread of the “Covid-19 Corona Virus” and the impacts all these events have had on market and balance sheets.
Joe and his wife Jayme have five children. They split time between their homes in Las Vegas, NV and St. Louis, MO. Joe’s entire family enjoys physical fitness and train Brazilian Jiu Jitsu. They have a special interest in helping to raise money and fund ministries that help trafficked and abused children in the United States and the Middle East.
Education and Experience:
- Graduated Phi Beta Kappa from The University of Maryland in 1998 with a BA in Communication.
- Certified Financial Planner™. The American College 2006.
- Chartered Financial Consultant™. The American College 2007.
- 22 years in the financial industry, including the last 20 with Park Avenue Securities/Guardian Life Insurance Company
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd. #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.CA Insurance License #0D34103| AR Insurance License #307935 | 2021-128306 Exp. 10/23