With more than 16 years of experience; we have been working with individuals and small businesses all over the southwest.
Joe has extensive personal and professional experience to help guide our clients decision making and putting the pieces together. Holding various professional designations, a strong belief in continued education, and keeping up to date on the ever changing landscapes.
We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
• Certified Fund Specialist (CFS) -2005
• Accredited Asset Management Specialist (AAMS) -2011
• Qualified Plan Financial Consultant (QPFC) -2015
• Member of the Million Dollar Round Table (MDRT)
• Board Member National Association of Insurance and Financial Advisors (NAIFA) -2005-current
• Leadership in Life Institute Graduate (lili)- 2006
• Member of the National Association of Plan Advisors (NAPA)-2015
• Member of the Financial Planning Association (FPA) -2010-current
• Financial Services Institute (FSI) 2015-Present
• Top Rookie of the Year ’05- The Dollarhide Financial Group
• MassMutual Fast Pace Award ‘06
• MassMutual Rising Leader Award ‘06
• MassMutual Leaders Club Recipient ’05-‘07
• Principal Financial Group Pacesetters Award ‘09
• Principal Financial Group Century Club Award ‘09
• Principal Financial Group New Associate of the Year ‘09
• National Quality Award (NAIFA) ‘11
• Principal Financial Group Premier Club Award Recipient ’09-‘13
• Million Dollar Round Table Member (MDRT) ’10-‘14
• 2016 Financial Times Top Retirement Plan Advisors '16
We feel that one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. Our personalized program that provides a roadmap to helping you work towards a more secure financial future.
We’re looking forward to helping you pursue your financial goals.