CFO Strategy & Support
Joe is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. In his role, he provides Amy with actionable insights based on financial analysis designed to help create a more efficient business model for Maven Lane and our clients.
Joe has over twenty years of experience in the financial services industry. Joe’s experience includes ten years at TD Ameritrade managing strategic accounts and working with advisors to help build more productive businesses.
Joe and his wife, Karla, and their three dogs – Oakley, Buddy, and Chicken Bone Will (long story) live in Nevada. In his free time, Joe is an avid photographer and can usually be found out and about taking street photography.