As a Financial Advisor with our firm, Joe’s primary goal is to help clients make more informed decisions to better their financial lives. Joe has been passionate about investing since the age of twelve, when he began following the market and tracking would-be investments. This early interest developed into a lifelong calling; he has been active in the financial services industry for the past two—and—a—half decades. Today, his knowledge and experience guides clients and their families to implement customized retirement strategies through objective investment advice and honest, personable relationships.
Known for his natural ability to explain hard-to-understand concepts, his thorough account preparation and research, and a knack for a good joke, Joe puts clients at ease as they work together to help managed assets. Before joining Connections Financial Advisors, Joe cofounded Level Four Group in Plano, Texas. He also served as a consultant to several of the largest CPA firms in the country. Prior to that, he was a manager at broker/dealer 1st Global and he spent three years at H.D. Vest Financial Services working in operations as a trader, as well as partnering with a registered representative to develop a financial services practice.
In 2014, Joe sold his share of Level Four Group in a buy-out, because “while I liked being a business owner, I truly loved working directly with clients and helping them pursue their dreams.” With Joe at Connections Financial Advisors, you can get a clear picture of where you need to head financially and how you’re going to get there. And, if you want some fun, test his sports knowledge; having grown up in Chicago, Joe’s a lifelong Cubs fan, but after 25 years in Texas, the Rangers might have stolen his baseball-loving heart.