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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.
Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in finance and risk management and insurance.
Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time, they enjoy traveling, cooking and home renovation projects.
Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.