Joe Poggenburg

Joe's Headshot Joe Poggenburg
Investment Advisor
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Joe recently opened the next chapter in his professional career after finishing his MBA at Pepperdine. After several candid discussions about the profession, Kermit recognized that his investment philosophy and style of financial management complemented the firm's.
Kermit generously offered me the opportunity to learn from him and gain from his knowlege and experience. I beleive that the services of a financial professional are even more valuable today then ever before. Teaming with an advisor will provide investment persepctive for the client while coordinating the client's own personal team of professionals.
When he’s not working with clients or flying them around the globe, he is on his surfboard.