Joe Tison

About Joe Tison

Howdy- my name is Joe Tison, and I am a Family Financial Director at Questmont Virtual…

Experience

1. Personal CFO

   Questmont Virtual Family Office

   Jan 2023 — Present

   I help successful people take control of their lives by acting as a partner in attacking their complex personal and business financial situations head on. As success grows, unfortunately so does financial complexity and stress. My job is to help identify gaps in their current situation, prioritize immediate needs, help set goals, and position the client in a way to not only meet but exceed those goals. I\'m not necessarily talking about a dollar value. I\'m talking about all goals that are effected by finances: time with the family, ability to donate, ability to leverage, ability to grow your business, etc. How do we do this? Answer this: When is the last time your Personal CFO, CPA, Estate Attorney, Tax Strategist and Insurance Professional all sat in a room at the same time and talked about nothing but your problems? Generally, the answer is. never. That\'s not just something we do- that\'s the business model. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Questmont Strategic Wealth Advisors. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS or Kestra AS Compliance Department at 844-5-KESTRA.