FEE-BASED FINANCIAL PLANNING WITH A FOCUS ON EDUCATION
Having entered the financial services industry in 1996, Joe has built a clientele that consists of individuals as well as small business owners. His practice is geared toward fee-based asset allocation models for his individual clients and employer-sponsored retirement plans for his business clients. Knowledge and full disclosure play key roles in helping Joe's clients work toward their financial goals. he believes the driving principle in his practice is the need to be relevant in the financial lives of his clients. Client education and continued professional development are particular areas of focus for Joe. He regularly conducts seminars with local professionals on comprehensive financial planning and tax-efficient investing and is actively pursuing his ChFC® designation from the College for Financial Planning.
A longtime resident of Greensboro, Joe remains active in his community. He currently serves on the finance committee of First Presbyterian Church in Greensboro, where he also teaches Sunday School. When not in the office, Joe prefers to spend his time outside with the family. A soccer game or weekend hike are frequent activities. Along with his wife, Ashley, and their three children (Lily, Jack, Ollie), Joe enjoys summers at the lake, relaxing with a fishing rod or taking the boat out for a water skiing adventure.
Education: Business/Finance, University of North Carolina at Greensboro