Accredited Investment Fiduciary®
Chartered Retirement Plan Specialist®
Wharton Retirement Specialist
1506 NE 4th Street
Battle Ground, WA 98604
For over 17 years, Joe has helped his clients achieve and maintain financial freedom by not only operating as a true Independent Financial Advisor, but also as a registered Fiduciary. Joe feels clients deserve an advisor that upholds the highest levels of integrity, absolute honesty and one who offers advice that is free from any conflicts of interest. This is why he started Gateway NW over 7 years ago and why he is passionate about running a client centered practice.
Joe is also a devoted husband and father to his wife Lisa, and their 4 children. He enjoys the outdoors and feels that the secret to life is simple; it is based on relationships. Your relationship with God, Family and friends defines you as an individual or as a company, so client relationships are also friends.