Our mission is to empower our clients to achieve long term financial health by partnering with and educating them on safe, secure and proven financial strategies.
Joe has been involved in the financial industry for about 10 years. His passion for helping people navigate through difficult financial decisions and retirement planning came from noticing that the people he cared for most were invested in financial plans that lacked both efficiency and purpose. Family and friends were consistently asking Joe for advice and direction, which spurred him into devoting full time energy and focus to servicing that need.
He has a wide range of experience in both Insurance and Investments ranging from currency and commodities markets to private placement investments. He works hard to take complex investment and planning strategies and making them simple and easy to understand in order to educate his clients, while securing their plan.
Joe lives the Lake Norman area of Charlotte with his wife Kristy and their son Isaiah. He and Kristy enjoy living a healthy, active lifestyle. Their free time is often spent entertaining family and friends in their home, as well as outdoor activities with Isaiah.