Joe is a Financial Advisor for The Sullivan Group, joining Baird in 2018. He brings to The Sullivan Group a genuine desire to help clients achieve great outcomes. Joe is committed to the team’s patient, disciplined approach to building and protecting wealth. He serves clients by being their advocate, guide and coach.
Joe earned his bachelor’s degree in Finance from the University of Washington’s Foster School of Business. Joe started his career as an orthopedic device representative in Seattle providing surgeons sound advice regarding sophisticated implants that lead to better outcomes for patients. It was here that he found his genuine passion for using knowledge to better the lives of clients.
Joe lives in Yakima and is active in the community. He volunteers as an assistant coach for La Salle High School football and he is a member of the young professional Rotary organization. In his spare time, Joe enjoys reading, sports, snowboarding, and photography.