Since 1988, Joe has assisted individuals and businesses in the East Texas area with establishing plans for enhancing their financial futures and building their retirements. He truly enjoys the satisfaction that comes along with seeing his clients pursuing their financial goals with confidence.
With more than 32 years of financial industry experience, Joe has extensive knowledge with asset allocation models and insurance strategies, the financial “toolbox” that helps him structure clients’ investments in ways designed to benefit their future.
His personable demeanor and sincere intention to provide the best advice and information available to his clients has enabled him to build many loyal, long-standing relationships over the years.
Joe joined our team in 2007 after previous career stops at Southwest Securities, Linsco Private Ledger and Edward Jones. He has completed the Raymond James Investment Management Consultant program and the Securities Industry Essentials Exam. He holds Series 7, 24, 31, 63 and 65 securities licenses and group one life and health insurance licenses.
Joe is a proud graduate of Longview High School, Kilgore College and Steven F. Austin State University, where he earned a bachelor’s degree in business administration.
A Longview native, Joe’s love for his hometown and its success is a very important aspect of how he operates, both in the professional and personal arena. Actively involved in many philanthropic causes and organizations, he is a 30-year member of the American Business Clubs (AMBUCS) and The Knights of Pythias, as well as being a lifetime member of the Longview Chamber of Commerce, a two-term member of the Longview Planning and Zoning Commission, and an alumni of Leadership Longview Classes 1992 and 2017.
In his free time, chances are you’ll find Joe with a fishing pole in his hand, either on one of Longview’s beautiful lakes or out in the Gulf.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.