Meet our team
Joe is a Registered Representative of LPL Financial and a licensed insurance agent.
I love getting the opportunity to sit across from a lot of hard-working people and help them make the right financial decisions for now and the future. My 10+ years of financial industry experience, as well as studying economics at Bellarmine University and Rhodes University in South Africa, have given me the skills and knowledge to provide accurate, sound financial advice.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.