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Joe Schwartz

Markle FinancialJoe Schwartz
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Joe Schwartz

Finance Specialist

307-721-1725

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Joe joined the Markle Financial team in May of 2023 as an intern. After receiving his Bachelor’s Degree in Economics from the University of Wyoming, he joined the team full-time as a Finance Specialist. Joe loves learning new concepts and implementing his economic knowledge as he helps to refine and improve Markle Financials’ processes. Working in finance allows Joe to apply his economic knowledge in new and interesting ways, and he loves testing new ideas and theories. Joe provides technical support through data entry when processing a client’s personal financial plan and loves demonstrating the work he and the team put in for clients. In his free time, Joe enjoys playing guitar, traveling, and spending time with friends and family.