Experience

Pensionmark, A World Company

• United States
• Financial Services
• 1 - 100 Employee

• Vice President-Retirement Specialist, WD Pensionmark

  • Aug 2018 - Present

• Vice President-Retirement Specialist, WD Pensionmark

  • Aug 2018 - Present

  As a veteran with eight years of service in the United States Army, joining as a Private and exiting as a Staff Sergeant, the discipline and leadership skills learned have helped pave the way for Joe’s service mind set and passion for helping Plan Sponsors and participants pursue their retirement goals and retire with dignity. With over 10 years of industry experience, Joe has helped plan sponsors, participants and individual clients alike, to uncover and potentially mitigate risk they are initially unaware of and find ways to create strategies that align retirement savings with overall financial goals. Joe is dedicated to servicing his retirement plans and offering ongoing one-on-one guidance to help educate and prepare for addressing all retirement needs. He is known as a valuable resource for his clients and delivers informative education and enrollment meetings that demonstrate his unique understanding of what it takes to help clients reach their retirement goals.Business Services• Perspective of Best Practices for Plan Sponsors• Plan consulting and design assistance• Education and Enrollment meetings• One-on-one participant meetings• Wealth management for individual clientsEducation• Bachelor of Business Administration Degree from University of Texas at San Antonio.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Show less

• Retirement Plan Advisor

  • May 2010 - Present

  As a veteran with eight years of service in the United States Army, joining as a Private and exiting as a Staff Sergeant, the discipline and leadership skills learned have helped pave the way for Joe’s service mind set and passion for helping Plan Sponsors and participants pursue their retirement goals and retire with dignity. With over 10 years of industry experience, Joe has helped plan sponsors, participants and individual clients alike, to uncover and potentially mitigate risk they are initially unaware of and find ways to create strategies that align retirement savings with overall financial goals. Joe is dedicated to servicing his retirement plans and offering ongoing one-on-one guidance to help educate and prepare for addressing all retirement needs. He is a known as a valuable resource for his clients and delivers informative education and enrollment meetings that demonstrate his unique understanding of what it takes to help clients reach their retirement goals.Business Services• Perspective of Best Practices for Plan Sponsors• Plan consulting and design assistance• Education and Enrollment meetings• One-on-one participant meetings• Wealth management for individual clientsEducation• Bachelor of Business Administration Degree from University of Texas at San Antonio.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 2006 - May 2010



VALIC

• Financial Services
• 500 - 600 Employee

• Financial Advisor

  • Feb 2002 - Jul 2006