Protecting Families for Generations

Wheaton Agency
7175 W Jefferson Ave. Suite 1250 Lakewood, CO 80235

Joe Soja | FIC

Financial Advisor | Investment Advisor Representative

I joined the Knights of Columbus back in 2015.  My father and grandfather were both Knights and I wanted to join this amazing organization.  I knew about their great works because they helped my family through some tough times while I was growing up.  When my dad became disabled, the local Knights of Columbus in Forked River, NJ rallied around my family and did fundraisers to help us through the uncertain period of no income.  They also provided my family with meals for an entire year.  This is when I knew that I had to be a part of such an extravagant organization.  My wife, Bry, and my two kids, Joey and Walcker, have also been quite involved with the Knights in helping with Bingo, helping the poor, and various church events here at St. Joseph’s in Fort Collins.

In 2017, the call for more agents was put out by our current general agent, Andy Wheaton, and I responded to it to learn more about how I can further help our brothers more broadly.  That is when I learned of the insurance program.  I found that not only do we help our brothers on the fraternal side, but we also protect our Catholic families with Superior insurance.  As I persisted in learning how to fill the field agent’s role, I became quite good at understanding our members and providing them with sufficient protection with life insurance, disability insurance, long-term care insurance, retirement plans, and, now, investments.  Although I did not aspire to be a financial advisor in my youth, I am convinced that there is no other job that I’d rather be doing.  Meeting with Catholic families and being there for them during the most detrimental times of their lives is a paramount in my life.  I look forward to the years ahead as I continue fulfilling Blessed Father McGivney’s vision of protecting our brothers and their families.

For additional information on investment opportunities provided by our affiliate Knights of Columbus Asset Advisors, please visit www.kofcassetadvisors.org.

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Catholic Family Finance

Protecting Catholic families through insurance and financial services: it's not just a member benefit. It's why we exist.

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Permanent Life Insurance

Our signature product provides money to your family when you die while building cash value during your life. Guaranteed, secure and dynamic.

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Term Life Insurance

Affordable protection for your family's temporary needs. Simple and straightforward.

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Retirement Annuities

Retirement savings that pay out a regular income stream whenever you're ready to stop making contributions.

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Long Term Care Insurance

Help for your long-term care insurance medical care needs, either in a nursing home or in the comfort of your own home.

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Disability Income Insurance

A replacement for income lost due to a disability, illness or accident that keeps you from working.

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Catholic Investing

Knights of Columbus Asset Advisors (KoCAA) can help you and your family pursue your financial goals using a wealth of investment products that may suit your life and your faith.

With an investment portfolio over $28 billion strong and a commitment to the socially responsible investment guidelines set by the United States Conference of Catholic Bishops (USCCB), KoCAA offers clients a variety of investment products designed to assure clients that their personal funds are invested in companies committed to sound ethical, environmental, social, and corporate governance practices.

We provide “value with values” — by helping clients grow their future with faith-based investing.

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7175 W Jefferson Ave. Suite 1250 Lakewood , CO 80235