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Joseph joined CUNA Mutual Group in 2020 after working at Nationwide Financial and QuickInsured. He holds a bachelor’s of business administration degree from Kent State.
Joseph and his fiancé reside in Houston and enjoy traveling and exercising. They are also big “foodies” and take trips throughout the state in pursuit of interesting restaurants and cocktail bars.
Joseph helps advisors by offering creative solutions to unique client problems, assisting with portfolio construction, designing income plans and marketing their business.
• Chartered Financial Consultant® (ChFC®)
• Holds Series 6 and 63 Registrations
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
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