Joe L. Stone
QPFC, CRPS® — Partner — Senior Portfolio Manager
Joe specializes in fiduciary investment management and advice for qualified retirement plans, foundations, endowments, trusts and individuals alike. Joe started his investment management career in 1993 with Smith Barney where he spent 14 years and most recently was a Senior Vice President and Financial Consultant with D.A. Davidson in Seattle. Prior to his investment career Joe was a practicing CPA and specialized in audits of large multi-employer pension plans. He has a Bachelor of Science degree in Accounting from Central Washington University.
Joe is a member of The American Society of Pension Professionals and Actuaries and holds a Qualified Plan Financial Consultant (QPFC) designation from them as well as a Chartered Retirement Plan Specialist (CRPS®) designation from the College of Financial planning. He also holds the Series 65 and insurance licenses. In his spare time, Joe volunteers as a manager and coach for his son’s ice hockey team as well as his daughter’s fast-pitch team. He also enjoys playing golf and ice hockey himself.