Financial Services Assistant
Joseph is our Financial Services Assistant. He graduated from the University of Wisconsin-Whitewater with a degree in Finance in 2015, and now holds his Series 7 and 66 licenses. Joseph began his career at Merrill Lynch in his home state of Wisconsin, but soon decided he would be a better fit for a boutique firm and warmer weather.
His understanding of the important of details in each transaction we implement is a benefit to the team and to our clients. Joseph assists our team with case management, investment recommendation implementation, and administrative services.
Joseph hasn’t lived in Dallas long enough to switch teams, so he is still a die-hard fan of all Wisconsin teams, and enjoys golfing and traveling.