Joe ensures that all activities and teams are coordinated with the client experience in mind. In addition to providing leadership to the firm’s Financial Advisory team, he advises clients on a broad range of financial needs including investment planning, tax and estate planning, retirement and college planning, and insurance.
Joe has been working in the investment advisory industry since 1997. Prior to the formation of Summitry in 2003, Joe worked for its predecessor firm, which operated as a unit of San Francisco-based Hoefer and Arnett Inc., where he helped advise clients on their investment and planning needs. Joe is a Financial Behavioral Specialist (FBS®). Joe received his Bachelor of Arts in Psychology from the University of California, Los Angeles.
He lives in Redwood City with his wife, Erika, and two sons. He enjoys spending time with his family, reading, running, and meditating.