For over 30 years, Joe has been dedicated to helping individuals and businesses across East Texas plan for a brighter financial future. His greatest fulfillment comes from seeing his clients move forward confidently, knowing their financial goals are within reach. Whether you’re planning for retirement or looking to secure your family’s future, Joe understands how important it is to feel supported every step of the way.

Joe brings a wealth of experience to the table. With deep knowledge of asset allocation and insurance strategies, he uses these financial tools to create tailored plans designed to grow and protect your wealth. But it’s not just his expertise that makes a difference—his genuine care and commitment to giving each client personalized attention. “I’m here to listen and help you make informed decisions,” Joe says. His approachable and compassionate style has helped him build lasting relationships with clients who know they can rely on him to seek their best interests.

Since joining Eagle Capital Advisors in 2019, Joe has continued to provide thoughtful, well-informed financial guidance shaped by his experience at Southwest Securities, Linsco Private Ledger, and Edward Jones. With a full suite of securities and insurance licenses, Joe is equipped to guide you through the complexities of investing, retirement planning, and financial security, always focusing on what matters most to you and your family.

A lifelong resident of Longview, Joe’s commitment to his community goes beyond his work. He actively gives back through involvement in organizations like the American Business Clubs (AMBUCS) and The Knights of Pythias. He’s also a longtime member of the Longview Chamber of Commerce and has served on the Longview Planning and Zoning Commission. For Joe, helping others isn’t just part of his job—it reflects who he is.

Outside the office, you’ll often find Joe enjoying one of Longview’s beautiful lakes, fishing rod in hand, or out on the Gulf. In these quiet moments, surrounded by the natural beauty of his hometown, Joe reflects on what matters: helping people like you plan for a secure, fulfilling future.

Whether you’re just starting your financial journey or looking for guidance through the next chapter, Joe is here to provide the support and expertise you need. His goal is simple: to help you feel secure, confident, and prepared for whatever comes next.