Joseph is a Sr. Client Relationship Manager and oversees all client account operations at Riley Thompson Wealth Advisors. From his first role at Wells Fargo Bank in 2014, Joseph advanced from service roles to management roles, before joining Wells Fargo Advisors where he served high net worth clients and their account operations.
Joseph is a founding member of Riley Thompson Wealth Advisors and was instrumental in its successful establishment in 2025. What fulfills Joseph most about his role is being able to serve a diverse group of clients, building trust and upholding the integrity he stands by in both his professional and personal life.
When Joseph is out of the office, he is spending time with his 3 daughters, each born 3 years apart with 3 unique personalities. His biggest achievement in life is being a father and role model for his children.
