Joey has over 15 years of experience in Finance, Insurance, and Lending. He is a graduate of Pepperdine University and holds a B.S. in Business and Management. Prior to joining LPL, he has been an Independent Advisor Representative with Hill Financial and prior to this was Regional Advisor Consultant with OppenheimerFunds.
What Joey enjoys most about the financial services industry is providing guidance and education to help his clients pursue their goals and work toward securing their legacy for the next generation. He focuses on tax planning, asset allocation, risk management, and retirement and estate planning strategies. Joey has a passion for investing, utilizing a broad spectrum of asset classes and comprehensive investment strategies. He holds series 7, 63, and 65 Registrations through LPL Financial as well as California Life Insurance License.
Joey and his wife Lauren keep busy with their four daughters Francesca, Katherine, Livia, and Emilia (born February 2021). Together they enjoy DIY projects, traveling, wine, and constant kid’s activities! In his free time Joey enjoys playing golf, running, and cycling. He is a two-time participant in the New York City Marathon representing the Pat Tillman Foundation and actively volunteers with Big Brothers Big Sisters of Conejo Valley.