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T. Joseph Wheelwright

Associate Advisor

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.  While in college, he was the goalkeeper for Utah Valley’s D1 soccer team.

Why did you join Dowling & Yahnke Wealth Advisors?

I interviewed with several firms around the country.  I saw various styles of firms and met several advisors.  Every time I spoke with a member of the Dowling & Yahnke team, I was impressed and would often think, “These are the people I want to be mentored by.”  D&Y is an elite firm, and the employees have great reputations while being genuine, good people.  I feel grateful to be able to surround myself with such professionals.

What inspired you to work in the financial industry?

Right from the beginning of college, I was drawn to personal finance as well as helping people. In this industry, not only are we focused on the numbers, running analysis and managing wealth, we are also building relationships while helping and caring for our clients’ wellbeing.  This profession aligns with my core values of service and integrity.

What is your favorite hobby?  Why?

I have a few favorites, and golfing is at the top of my list.  I love being outdoors and playing a game that is mentally challenging.  I have learned many life lessons and developed mental toughness through the game.  Additionally, I enjoy playing soccer, reading non-fiction and self-help books, hiking, mountain biking, and snowboarding.

What is your personal motto or mantra? Why?

“Just keep trying” has been one of my mottos in life because it is easy and common to fall short, miss the mark, or just mess up while working towards your goals.  That is the human reality.  This moto reminds me that I can just get back up and keep on trying.  My wife and I changed the Dory song in Finding Nemo to say, “Just keep trying, just keep trying! What do we do? We try, try, try.”

 




EDUCATION

  • Utah Valley University, Master of Science in Financial Planning & Analytics
  • Utah Valley University, Bachelor of Science in Personal Financial Planning