As a Private Wealth Advisor at Allegis Wealth Advisors, Joseph is committed to helping his clients unlock their untapped financial potential by providing objective and independent comprehensive planning advice. Joseph's proven comprehensive planning approach allows his clients to view their finances through a holistic lens, helping bring clarification and unification to what is oftentimes segmented advice in regards to their investments, retirement planning, tax strategies, and asset protection. Through this approach, Joseph aims to provide his clients a sense of protection and organization, alleviating them of uncertainty to enjoy the lifestyle they envision. Joseph and his team at Allegis Wealth Advisors are able to accomplish this for his clients by leveraging their expertise, resources, and state of the art technology. Joseph currently holds his Series 7, 66, and life & health licenses.
Joseph graduated from the University of Utah in 2013 with a BS degree in Finance and a BS degree in Economics. While attending the University of Utah he was also a member of the baseball team, earning both Mountain West Conference and Pac 12 Conference honors. During his tenure as a student athlete, Joseph was elected to the Student Athlete Advisory Committee where he spent four years coordinating service projects, working with the NCAA to create and enact rules, and conducting weekly meetings. Joseph served as the University of Utah SAAC representative to the Mountain West Conference from 2010-2011.
Joseph currently resides in Salt Lake City where he enjoys spending his free time with his wife, on a golf course or ski hill, or at any University of Utah sporting event.