EDUCATION

BA, Education
State University of New York at Fredonia
1999

MBA, Finance
Saint Joseph’s University
2007

BUSINESS EXPERIENCE

Business Background for the Previous Five Years:

- MMWKM Advisors, LLC, Investment Adviser Representative, 03/2011 to Present.
- Cambridge Investment Research, Inc., Registered Representative, 07/2010 to 12/2010.
- SEI Investments Distribution Co., Registered Representative, 09/2008 to 06/2010.
- SEI Investment Management Corp, Investment Adviser Representative, 07/2006 to 06/2010.
- SEI Investment Management Corp, Investor Services, 07/2004 to 06/2006.

CERTIFICATIONS

CFP®

FAMILY

Joe and Leila married in 2002 and live in Frisco, TX. They have two children, Isabella and Aliah. If he is not spending time with the family, Joe enjoys just camping and sightseeing.

Contact:

469.246.3603
Email: joe@moneymatters.net