Joe has over 20 years of experience in the financial services industry. He has been wholesaling in the Pacific Northwest for many years and has a track record of supporting advisors and sharing ideas to help them expand their business. He is always looking for new and creative ways to engage clients and plan for tomorrow.

Prior to joining WealthVest, Joe was a standout wholesaler for AIG Annuities. Focusing on variable, indexed, and fixed annuities he applied the knowledge acquired from his CRPC designation to partner with advisors in creating comprehensive retirement plans for their clients.

Joe attended California State University at Northridge, majoring in International Business Administration. In addition, he holds his FINRA Series 7 and 66, Life and Health license.

Joe and his wife Tammy reside in Gig Harbor, WA with their 3 daughters. When not working you will likely find Joe and his family paddleboarding, hiking the local trails, or playing golf.

Samantha is a Key Account Manager for the Annuity Hybrid Life-LTC channels for MMSD. Samantha works with financial institution partners, including broker/dealers, banks, credit unions and institutional firms. She focuses on our asset-based long term care solutions and our annuities.

Throughout her 20 year career in the insurance industry, Samantha has focused on life insurance, long term care, and annuity planning. Her tenure working for broker/dealers has given her an in-depth understanding of distribution and sales. The second half of her career has been with an insurance carrier building her expertise in strategic planning, relationship management, product development and marketing insurance products. The culmination of roles gives Samantha a unique insight and ability to create solid strategic partnerships focused on growth and execution.

She has a passion for long term care planning and has dedicated much of her career to educating distribution partners and financial professionals on the importance of planning for an extended care event. Samantha also loves the great outdoors and exploring the Pacific Northwest with her husband and two daughters, Olive and Annie.