Joe is a native of metro Atlanta having been born and raised in Woodstock Georgia. On a golf scholarship he attended Spring Hill College in Mobile Alabama and served as captain of the team his senior year. After earning a degree in Political Science with a minor in Financial Economics Joe returned to the Atlanta area to launch his practice and joined Raymond James in 2019.
Joe is an Accredited Asset Management Specialist™ and Certified Exit Planning Advisor and uses his expertise to assist business owners in preparing and making the transition to retirement. Joe believes wealth management is not one size fits all approach which is why in depth financial planning is the focal point of his process. He uses this goals oriented approach to employ a variety of strategies ranging from investment management, wealth preservation, estate planning, and risk management to name a few.
Joe has a passion to give back to the community he calls home. He is a member of the Board of Directors for the Alpharetta Business Association, Advisory Council for the Drake house, NextGen Committee of the North Fulton Chamber of Commerce, and an Assistant Golf Coach at his Alma Mater Blessed Trinity Catholic High School.
In his free time you will likely find Joe working on his game at Golf Club of Georgia or perfecting his cast with his fly rod in the North Georgia Mountains if not watching sports with his 95lb rescue dog Hulk.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.