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.