Joe has more than 30 years of financial services experience in the investment field. Early in his career he spent three years on a municipal bond trading desk, during which time he developed an in-depth knowledge of the bond market. His extensive experience in the fixed income and equity markets allows him to provide his clients with high level financial planning and professional investment management services. Joe has a B.S. in Business Adminisration from the University of Oregon, and is Series 7 and 66 securities licensed.

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