Seattle, Washington Office
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Joe is a seasoned financial professional with nearly three decades of experience in performing complete assessments of his clients’ financial needs and executing strategic solutions to meet their financial objectives and goals.
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Joe joined the EP Wealth Advisors family along with other members of the Conlon Dart Wealth Management team in 2019. Previously, he counseled hundreds of high-net worth clients as a vice president and senior account executive at Fidelity Investments.
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Joe graduated from Western Washington University with a B.A in Business Administration. He is also a Certified Financial Planner™.
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A lifelong resident of Washington state, Joe lives in Mill Creek with his wife and two sons, and enjoys skiing, mountain biking, and camping.
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