s a Financial Advisor with our firm, Joe’s primary goal is to help clients make more informed decisions to better their financial lives. Joe has been passionate about investing since the age of twelve when he began following the market and tracking individual investments.
This early interest developed into a lifelong calling; he has been active in the financial services industry for almost three decades. Today, his knowledge and experience guide clients and their families to implement retirement strategies through customized advice and honest, personable relationships.
Joe is active in both the Dallas/Ft. Worth and Springfield communities. Joe collects donations for Animal Refuge Foundation (ARFhouse), a sanctuary for abandoned and abused dogs. He also volunteers with the BG team at HSHS St. John’s Children’s Hospital and Sangamon County Animal Control & Adoption Center.
Outside of work, Joe enjoys traveling with his wife, Jennifer. They have two children, Jared and Reese, and two rescue dogs, Angel and Ginger. Joe also likes outdoor activities such as running, hiking, and paddleboarding.