Professional
Joe earned his undergraduate degree in finance and international management, as well as an MBA from Gannon University. He holds the Series 65 license, a certification for financial professionals who provide investment and financial planning advice. As financial advisor, Joe works with private wealth clients to develop investment strategies and financial plans. He is also part of the team supporting Evident Financial’s 401(k) plan services, including conducting employee education workshops for plan participants.
Personal
Originally from the Gold Coast, Australia, Joe came to the U.S. on an academic and soccer scholarship to Gannon University. He enjoys staying active and exploring new opportunities to merge his passion for sports and finance.
Hometown
Gold Coast, Australia
Favorite Quote
“The man who moves a mountain begins by carrying away small stones.” – Confucius
Why I do what I do
I enjoy helping people and guiding them through their financial lives. It’s rewarding to support others as they make important decisions and work toward financial security. Joining Evident Financial has allowed me to do this every day while continuing to grow and develop my skills.