Joe is an Arizona-raised local. His approach to financial advising is to find the purpose behind the dollar sign and work collaboratively toward achieving client goals.

In addition to previously serving in the Air Force, Joe holds a Bachelor of Science in management from Grand Canyon University and an Associate of Science degree in pharmacology from the Community College of the Air Force.

When he’s not in the office, he enjoys playing the bagpipes, spending time with his family, volunteering at his church, being outside, caring for his animals (dogs, chickens, ducks, goats) and reading.

He feels it’s important for his clients to know he runs his practice with empathy and family first.

“There is always emotion behind the portfolio—I acknowledge and understand that those emotions drive our goals,” he said.