Joey plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. He manages a wide array of duties, including answering client questions, handling service requests and managing client communications.
Personable and detail-oriented, he strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing a quality client experience while helping advisors do the best job possible.
Before joining our team in June 2024, Joey was an assistant branch manager at ANB Bank and Crossfirst Bank. Originally from Monument, Colorado, Joey now lives in Colorado Springs. In his free time, Joey enjoys golfing, camping and going to the dog park with his three dogs.