Joe is
primarily responsible for serving clients in Oregon and Southwest
Washington. He advises
plan sponsors on multiple aspects of their retirement plans, including
investments, compliance, employee education and administration. Joe joined Clearpoint Financial from
Columbia Management Company and DPA, Inc., where he serviced more than $250
million in retirement plan assets.
He obtained a Bachelor of Science Degree in Business at the University of
Oregon and holds the Series 7, 63,65 and insurance licenses.
