CONTACT

(509) 663-1661 x. 118
joe@cnccpa.com

Check me out on BrokerCheck.

About

Joe relocated from Moses Lake to join CNC Financial Group, LLC in 2016. He has been in the FS industry since 2010. During this time, his experience has taught him to listen and create long lasting relationships that provide solid ground for success for his clients. As a Certified Financial Planner, Joe employs a holistic approach to financial services to help clients reach their individual goals.

In his time off, Joe enjoys spending time with his family and any activity that produces adrenaline: including dirt biking, boating on the lake, and revving a few more horses out of his 1959 Chevy Apache Pickup.

Education

  • Utah State University, BS – Finance and Economics
  • Minor in Accounting with emphasis in Financial Planning
  • President- Financial Planning Student Association, 2005-2006

Licenses

  • FINRA Securities Licenses, Series 7, 63 and 65
  • Certified Financial Planner®