Throughout his career, Joe has seen how market volatility has impacted investor psychology, where it’s making it increasingly difficult for individuals to accumulate wealth using traditional models of investing and planning that are typically offered at the big investment houses. Joe and his team take a different approach to wealth management, where they reject conventional wisdom; think outside of the box; and use cutting edge technology, to deliver successful personalized investment and planning solutions for their clients. The Opsahl Group has developed a personalized fiduciary based process for helping clients Simplify, Manage, Preserve and Transfer their Wealth. We believe this process can deliver powerful wealth management solutions that can help change our clients' lives forever. Prior to entering the wealth management business, Joe was a practicing CPA with a large international accounting firm where he advised clients on a variety of tax, accounting and financial planning issues. He earned a BS in Business Administration/Accounting from Portland State University. After working over 30 years with large national wealth management firms, Joe joined TRUE Wealth Management Advisors in 2013 as a Partner in their Portland, Oregon office. Joe and his wife Suzie have been married for 36 years and have three grown children. Joe is a board member of the Holladay Park Plaza, and a member of the Portland State Business Advisory Council.