Joe is a dedicated Financial Advisor with over 12 years of experience serving pre-retirees, retirees, young professionals and business owners. His comprehensive approach to financial planning helps clients navigate their financial journey with confidence and clarity. Joe holds a Bachelor of Science in Finance and Business Management from the University of Kentucky and has earned both the CERTIFIED FINANCIAL PLANNER^® and Accredited Asset Management Specialist™ professional designations.

When he is not serving his clients, Joe enjoys spending quality time with his family, playing golf and staying active outdoors. Originally from Springfield, Kentucky, Joe has proudly called Louisville home for over a decade.