Overview
Joe has nearly a decade of experience within the Financial Services Industry focusing on servicing the needs of high-net-worth individuals, trusts, and businesses. Joe is a Certified Financial Planner™ and partners with clients as a fiduciary to help build custom financial plans through a long-lasting relationship based on long term planning and investment management.
Education
- Masters of Business Administration (MBA) from Southern Methodist University, Dallas, Texas
- Bachelor of arts in International Political Economy from University of Texas at Dallas, Dallas, Texas
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 66 licenses
- Texas life & health insurance license