T. Joseph Wheelwright

Joe joined Dowling & Yahnke Wealth Advisors in 2022. As an Associate Advisor, he supports Lead Advisors with unique client inquires and researches various projects to enhance the client experience such as coordinating new account openings and trade orders. Prior to joining Dowling & Yahnke, Joe was a member of Utah Valley University’s Money Management Resource Center where he provided financial coaching and education to students.

Joe earned his Bachelor of Science degree in Personal Financial Planning and Master of Science in Financial Planning & Analytics at Utah Valley University.