Joseph Ferguson
Wealth Manager
Having a passion for the financial markets, and a love of working with people, Joseph is driven by the opportunity to help individuals and families through sound financial advice & investment management. Joseph's approach to client relationships is based on the premise that every individual has a dynamic set of goals and values that makes their situation unique. As such, he specializes in providing comprehensive guidance that includes investment advice, tax planning, retirement income strategizing, and multi-generational wealth transfer.
Joseph started in the finance industry in 2007 and holds his series 6, 63, 65, and 7 securities licenses through LPL.
Born and raised in Casper, Joseph attended the University of Wyoming, where he graduated with a B.S. in Finance. Beyond his career, Joe enjoys spending time with his sons Luke & Jonah. His hobbies include golfing, fishing, hiking in Wyoming's beautiful outdoors, and coaching youth soccer.