Joe is passionate about providing his clients with the tools and education they need to navigate life’s financial challenges. With more than 25 years of experience in the industry, Joe recognizes the more knowledge his clients have, the empowered and confident they feel about achieving their financial future.
Along with serving clients, Joe has recruited and coached top advisors in the industry. He has run successful offices as a Managing Partner with Penn Mutual, and most recently, a Regional Director with Prudential.
Joe holds a bachelor’s degree from Arizona State University in Chemistry, and a Minor in Business. Along with his master’s degree in financial services from The American College. Joe enjoys volunteering in his community and is a member of St. Andrew Methodist Church in Plano, TX.
Joe and his wife Jessica, live in Dallas, TX with their two children, William and Emily. Joe enjoys swimming, cycling and running and completed a full IRONMAN triathlon in 2014.
----------------------------
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.