Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Joseph is dedicated to helping individuals and families navigate complex financial decisions with clarity, confidence, and peace of mind. He specializes in wealth management, comprehensive financial planning, and risk management strategies tailored to each client's distinct life goals. Grounded in the fiduciary standard, he places client trust and objective, actionable guidance at the center of every relationship, with each financial plan structured to help preserve capital, build long-term wealth, and protect what matters most. Joseph brings a depth of financial services and strategic planning experience to Trajan Wealth. Prior to joining the firm, he served as Manager at MassMutual, following several years as an Assistant Vice President and Financial Solution Advisor with Bank of America and Merrill. His experience also includes mortgage origination with the Neighborhood Assistance Corporation of America (NACA) and financial leadership roles across diverse market segments. He holds Life and Health Insurance licenses alongside his Series 7 and Series 66 securities licenses, an M.Div., and an M.A. in Leadership Studies. Beyond his professional practice, Joseph is deeply committed to community leadership and service — having spent years leading youth ministries, directing community development programs, and serving on non-profit boards. Outside the office, he enjoys spending quality time with his wife and son, engaging in community outreach, and staying involved in local educational initiatives.