My Profile | Network In Action
  • Basic Information

  • Company
    Strategic Wealth Designs
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    I am passionate about helping business owners protect, build, and harvest all the sweat blood and tears they have put into thier business over the years. It is sad to me that 80% never sell! I want to change that!
  • About me
    Joseph graduated with a Master's degree from Denver Seminary in 2015 and since then, Joseph as built a robust planning practice yet remains focused on continuing education and mentoring other team members at SWD. Joseph and his wife, Deanna, moved to Idaho in 2023 from Colorado to be closer to family. We enjoy hiking, hanging out with friends, going to breweries, and traveling but lately you’ll mostly find Joseph chasing around his two kids!

  • Profession
    Financial Services
  • Title
    Principal / Exit Planner
  • Hobbies and interest
    Enjoying a good cigar, traveling, hiking and hanging out with the family.
  • Website
  • Unique Selling Proposition
    We offer a high touch and collaborative process to help business owner protect the value of their1. business while helping them grow that value and harvest that value upon the sale of that business while paying the least amount of taxes during the process and after the sale.
  • Contact Information

  • City / Town
  • State
  • Country
    United States
  • Facebook Business Page URL
  • LinkedIn Profile
  • Education

  • College / University
    Denver Seminary
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    1. What is your plan for your ownership interest in your business? Do you plan to pass
    ownership along or arrange for a sale someday?
    2. What do you think will happen to your customers, your vendors, your employees, and
    your competitors if something happens to you?
    3. What role does your business need to play in helping you achieve financial freedom?