Joe was born and raised in Washington state and enjoys everything the Pacific Northwest has to offer. He attended Western Washington University and graduated with a Bachelor of Arts in Accounting and a minor in Business Administration. Before joining Sound Planning Group in 2020, he spent seven-plus years in the financial services industry, gaining vast knowledge and specializing in insurance and financial planning.

Joe lives in Duvall with his wife Erica. In their spare time, they enjoy hiking, camping, snowshoeing, and exploring new places with their Golden Retriever Griffey.

If you’d like to set up a call with Joe, please select a day & time that works best for you using this link to his calendar.