Joe has over 40 years of financial experience helping everyone from large governmental retirement plans to individuals reach their financial goals. When not watching the markets he can be found biking on the trails or spending time with his wife, three daughters and eight grandchildren.
Becky joined the company in 2018 after taking some time off to be with her children. With a strong focus on customer service, she loves making the often confusing world of finance understandable for everyone. Always on the move, Becky has three young boys and after the markets close she can often be found cheering for her kids from the sidelines or leading activities such as robotics teams and scouting.