For more than 15 years, Joseph has made it his mission to help make clients’ wealth work as hard as it can. He starts by understanding what’s really important to clients – whether it’s retirement, a child’s education, or preserving assets for heirs – then helps create a personalized, integrated financial plan that helps them pursue their individual financial goals. A CERTIFIED FINANCIAL PLANNER™ professional, Joseph has completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements.
Along with his experience as a financial advisor, Joseph was a managing member of several business ventures that provided experience and insight he uses to help clients with their financial planning today. For example, one of those ventures brought the first full-service Starwood Hotel, The Westin, to the state of Mississippi. Through that experience Joseph became educated in federal and state tax credits and incentive programs, and asset preservation strategies.
Joseph lives in Jackson, MS and is married to London Luckett Simpson of Jackson. They have four daughters, Sailor Hart, Harkins, Sawyer and Castle. Their girls go to First Presbyterian Day School and they attend Fondren Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.