Investing has always intrigued Joe, who began his financial career in 1994 with Compass Brokerage before moving on to Merrill Lynch, Smith Barney, and Raymond James. Teaching, leading, and relationship-building have always come naturally to him—skills he now uses to coach clients toward their goals while educating them along the way.

Joe graduated from Auburn University with a Bachelor’s Degree in Business Administration. He holds Series 7, 63, and 65 registrations with LPL Financial, along with his insurance license.

Outside the office, Joe enjoys spending time with family and friends, cooking out, playing golf, and cheering on Auburn University athletics. He serves as a board member for both the Decatur Lions Club and the Decatur Morgan Hospital Foundation. Joe lives in Decatur with his wife, Bridget. They have two sons, Paxton (married to Riley) and Tucker, and recently welcomed their first grandson, Major.