Investment Advisor Representative
Joe specializes in life insurance, retirement planning and business 401(k)s. Joe has well over a decade of experience working in the financial industry with a background in insurance, mortgages and financial services. He has a passion for discovering each person’s unique goals and dreams in order to create an individualized plan for achieving those goals and dreams.
Before joining Rooted Wealth Advisors, Joe worked as a Financial Representative and an Agency Manager. Prior to that, Joe attended De La Salle Institute. His qualifications include certifications from the Series 6, 26, 63 and 65 securities exams.
When he’s not meeting with clients, Joe enjoys spending time with his wife, Sarah, daughters, Avery and Emma, and their two dogs, Bentley and Titan. He also frequents the golf course and loves to travel.