Joe Koch has nearly 40 years of investment experience servicing clients and their financial needs and has held the CERTIFIED FINANCIAL PLANNER™ designation since 1994. He joined B. Riley Wealth Management in 2010 and developed the Blue Mountain Wealth Management team in 2024. In 2026, he expanded the team with the addition of Lance B. Johnson, Managing Director. Lance spent nearly 30 years in the financial services industry and brings a broad perspective of the investment landscape.
Over the last 25 years, Joe and Lance developed a friendship which led them to partner at Blue Mountain Wealth Management. They are excited to share their combined financial industry experience to help clients navigate their financial journey. Together with the Blue Mountain Wealth Management team, they look forward to serving clients with personalized advice and service. Contact the Blue Mountain Wealth Management Team today to learn more about our services and how we can help you and your family reach your financial goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.