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Joseph joined the team in October of 2022 as Client Services Associate within the wealth management group. His responsibilities include assisting in handling client solutions and preparing for investment review meetings including research and report preparation.
Joseph graduated from Christopher Newport University where he studied Communication and Business with an emphasis on interpersonal and digital communications. He currently lives in Reston, VA and loves being outdoors – mountain biking, hiking, camping, etc. Joseph also has a strong passion for graphic design and digital art.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
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