Joe is an Executive Assistant for Phil Mottini at Plan Well Live Well and the newest addition to the team. He brings previous financial industry experience and a passion for finance and markets in general.
Before joining the Plan Well Live Well team, Joe worked as a Registered Representative for a formerly registered broker-dealer.
Joe graduated from California State University, Chico with a Bachelor of Arts in Communication Studies and a minor in Business Administration. In his spare time, he enjoys spending time with his wife and son.