With over 35 years of experience, Joe brings deep expertise and a highly personalized approach to wealth management for athletes and artists. Known for his steady guidance and big-picture thinking, he works closely with clients to construct and monitor portfolios that align with their unique goals, lifestyles, and financial trajectories.

A trusted advisor and sounding board, Joe oversees all aspects of client servicing and overall client engagement, ranging from strategic planning to day-to-day interactions, often bringing both financial insight and a good sense of humor to the table.

He holds a BSBA in Business and Management, graduating cum laude from Madison University. Outside of the office, Joe is a proud father of five and grandfather of five. He is also an IFBB Professional Bodybuilder and a competitive shooter—disciplines that reflect the same focus, dedication, and discipline he brings to his client relationships.