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About Joe

Joe has been involved in the financial services industry for close to two decades, with experience in many different areas including investment education, financial planning and even consulting to financial firms to create better service models for their clients. His passion is helping people reduce stress and anxiety in their life by providing them clarity, a plan and a purpose in their finances.

Joe and his wife Kristy grew up in Buffalo, NY, lived in Colorado Springs and currently reside in Mooresville, NC with their two young children Isaiah and Grace. They enjoy playing sports of all kinds, working out, praying and studying the Bible together, and sharing a good meal with family and friends.