As Operations and Administrative Manager at Sonmore Financial, I lead our service team and oversee the details that ensure each client interaction runs smoothly from the very first meeting. Drawing on my background in logistics and operations across various industries, I help create seamless experiences throughout our clients’ journeys. I recognize the dedication and effort clients have put into building their financial future, and I deeply respect the trust they place in us to help guide them through their retirement journey.

My role centers on coordinating all the moving parts that contribute to outstanding service. From onboarding new clients to supporting ongoing communication and planning, I work behind the scenes to ensure each person receives the proactive attention they deserve. I’m happy to help clients at every step—I take pride in making sure each interaction is handled professionally and efficiently. Whether it’s scheduling meetings, managing paperwork, or facilitating clear communication between clients and our team, I strive to make sure nothing falls through the cracks.

Fun facts about Joe:

I’ve lived and studied on three different continents (America, Europe and Africa), I’m an alum of ASU (Arizona State University) and the Royal Institute of Technology (KTH), Sweden, and I enjoy exploring parks and natural landmarks—especially here in Arizona—and learning about new places around the world.