Joseph serves his clients by providing reasonable, well-researched advice. He focuses in investment portfolio management and financial planning. He collaborates with his clients to identify their goals, set up milestones, and decide on specific, measurable actions. A plan is only as good as its implementation, so Joseph coordinates with his clients to review and adjust their tactics through the course of time. Joseph has a special affinity for family-owned businesses. His father ran a successful business for 25 years, but lacked critical guidance in his transition into retirement. Joseph’s passion is to provide the service his father was missing. He strives to help other family-owned businesses make sure they have an adaptable, long-term financial plan, including exit and succession strategies. Prior to working in financial services, Joseph developed automated data interfaces for a payroll & human resources company. He also volunteered his time to help struggling families with basic financial literacy, budgeting, and debt reduction. Joseph earned his bachelor's degree in Finance from the University of Utah, David Eccles School of Business. Joseph, his wife, and son live in South Ogden, Utah. He enjoys reading, motorcycling, golf, and strength sports. He also competes in amateur powerlifting and strongman events.