Joe Gates
Chief Compliance Officer
Joe has been a financial advisor for over a decade. Joe earned his Bachelor of Science in Production/Operations Management at the University of Idaho and a Master’s Degree in Teaching from Heritage University. After teaching abroad he returned to the states and became a financial advisor. In 2014, Joe co-founded Clear Creek Financial Management and combined his expertise in financial planning and operations as the Compliance Officer.
Joe lives in Port Orchard, Washington with his wife Misty, two young daughters, Evelyn and Clara and is a hard-core Spartan Race athlete himself. His family keeps him busy with soccer games and horse riding lessons and every now and then he finds time for a great cup of coffee and a Spartan Race.