Joe Millard
Financial Planner
With more than 16 years of experience in the financial services industry, Joe helps individuals and families navigate important financial decisions and work toward their long-term goals. His primary focus is retirement and estate planning, where he collaborates with clients and the advisor team to develop personalized strategies that provide clarity and confidence for the future.
After studying real estate finance in college, Joe entered the financial services industry with a passion for helping people make informed financial decisions. He believes lasting financial success comes from thoughtful planning and trusted guidance—not luck.
Outside of work, Joe enjoys traveling, spending time up north, and staying active through golf, hiking, hockey, and baseball. He also enjoys cooking, playing the guitar, and is currently pursuing his pilot’s license.