Bio
Financial Advisor, Appropriate Balance Financial Services. To meet families’ and individuals’ wealth management objectives, Joe structured a wide range of comprehensive investment, tax and insurance approaches. -Insurance Broker and Advisor, Carrol and Associates. Joe specialized in the estate planning area of insurance, applying his knowledge of sophisticated methodologies and products in helping families solve estate tax challenges. He began his career in financial services in 1989, working in a small insurance firm and gaining experience in a broad range of insurance products and strategies. B.A., Sociology, University of Washington and Certified Financial Planner.
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