My name is Joseph Trause, I am a financial services professional for Lee, Nolan, and Koroghlian. As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and prioritizes.
Together, my clients and I build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll need to get there.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.