What are your greatest wealth goals? During Joe’s 35+ years as a financial professional, he has likely encountered and addressed similar challenges. He reinforces his own seasoned experience as a wealth manager, corporate executive, business owner, real estate owner and broker, CPA, and community leader, by collaborating with a national network of financial professionals and academic thought leaders.
As a former ocean lifeguard in his youth, Joe also integrates his first-responder, “lifeguard mentality” into our firm culture, ensuring we’ve always got our clients’ back.
Experience: Before founding Lifeguard Wealth in 2012, Joe held several senior positions with real estate institutional investment, real estate capital and wealth management firms. In 2001, he shifted his focus to providing personal wealth management care to individuals and families … and has never looked back.
Degrees: Joe holds an MBA in finance from UCLA Anderson and a bachelor’s degree in economics from Stanford University and was a member of the water polo team.
Professional Leadership: In 2004, Joe joined the first ProVisors group formed in the Bay Area; today he leads it. ProVisors is a private network of professional advisors, attorneys, bankers, CPAs, insurance agents and others dedicated to superior client care and collaborative resource-sharing. In 2018, he was honored to be named the organization’s Group Leader of the Year.
Community Leadership: Joe also is passionate about giving back to his community near and far, including several Marin County non-profit groups, his alma mater Stanford University. Additional details can be found here.
Personal Interests: As you might expect from a former lifeguard, Joe is an avid competitive master swimmer and paddle board enthusiast. He also enjoys mountain biking and cycling, yoga, as well as spending family time with his two adult children.
Allen’s interest in finance began at ten years old, when his grandfather began giving him old copies of The Wall Street Journal. His interest in helping others with finance started at the same time he took those old copies to school and showed his friends how to look up stock prices (after he explained what a share of stock is). This interest grew into multiple positions with multiple firms spanning over a decade, including BAM’s affiliated firm, Buckingham Strategic Wealth. Allen joins Lifeguard Wealth as an Associate Advisor. He works primarily behind the scenes helping Joe further focus on building strong client relationships based on personalized service and informed advice.
Allen is a CERTIFIED FINANCIAL PLANNER™ professional with a bachelor’s degree in finance. He enjoys spending his free time with his wife Kendall, and their two children Avery and Patrick. Allen also enjoys landscaping and gardening, and considers any day on the water a day well spent.
As Lifeguard Wealth's Client Service Manager, Kaylie focuses on efficiency and the overall client experience. She works behind the scenes keeping every step of our wealth management process running smoothly and ensuring each client's experience reflects the care and attention they need.
Kaylie has a background in working with fiduciary investment firms and Fidelity Investments. She has a Bachelors in Financial Planning with a Minor in Business Management from Utah Valley University. In the past, she has obtained the Series 7 and 63 financial securities licenses and has plans of becoming a Certified Financial Planner®. Kaylie lives in Spanish Fork, Utah, with her husband, daughter, and their dog. She enjoys making memories with her family, camping, swimming, long distance running, and binge watching a good show.