Joe is a Partner and Lead Advisor at Columbia Pacific Wealth Management. He helps individuals, families, foundations, and nonprofits meet their financial goals. Prior to joining the firm, Joe was a Wealth Manager and Executive Vice President at Kibble & Prentice as well as a Senior Vice President involved in the management of domestic and international operations for Rena Ware International. He is a Certified Public Accountant.
Joe graduated from Washington State University with a bachelor of science in accounting. He is an active member of the Washington Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants and its Personal Financial Planning Division. Additionally, Joe serves as an advisor on the boards of Prevencio, Inc. and Opanga Networks.
The Death of Common Sense: How Law Is Suffocating America by Philip K. Howard