Joe Thompson_Temporary2

Joseph Thompson

Associate Wealth Advisor

Joe collaborates with our advisors to develop a client’s long-term financial plans.  He enjoys establishing relationships and helping people meet their financial goals while providing an exceptional client experience.

Before joining SWP, he worked for a group of independent advisors developing financial plans with an emphasis on investment management and tax planning. He leverages these skills in his role at SWP.

When not in the office, you can find Joe next to a BBQ smoker or outdoors exploring local hiking trails.

Favorite Quote

“Don’t compare yourself with anyone in this world…if you do so, you are insulting yourself.” – Bill Gates

Education

BA in Economics, University of Wisconsin-Milwaukee

A.J. Price, CPA, CFP®

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Vishaal Tummala, CFP®

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Cory Rappaport, CPA

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