Accredited Investment Fiduciary®
Chartered Retirement Plan Specialist®
Wharton Retirement Specialist
11200 NE Gren Fels Drive
Battle Ground, WA 98604
For over 19 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 9 years ago and why he is passionate about running a client centered practice.
Joe is also a devoted family man to his wife Lisa, and their 4 children. He enjoys managing and coaching baseball for the kids and spending as much time as possible in the great outdoors. Joe 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 and as a company; therefore, he views his client relationships also as friends.