Joe Nilsen

Joe Nilsen, CFP®, CPFA, is a seasoned professional in the retirement plan advisory sector, currently serving as a Retirement Plan Advisor at Sequoia Consulting Group since March 2022. With a background that includes roles at Lockton as a Retirement Senior Analyst and at Lessard Wealth Management as a Client Relationship Manager, Joe Nilsen has developed extensive expertise in client relations and defined contribution plan administration. Joe's experience at Vanguard encompasses various client support positions, including managing relationships with high net worth clients and facilitating coaching initiatives. Prior to entering the financial services industry, Joe worked in retail management and sales roles at notable companies such as The Hershey Company and Finish Line. Joe earned a Bachelor of Science in Marketing from Virginia Tech.