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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.