Joe has extensive knowledge of capital markets and insurance products, which he uses to guide clients toward their retirement goals. Joe passed his Series 65 in 2022 to become an Investment Adviser Representative and holds a Texas resident insurance license.

Joe earned his degree in Economics from Stephen F. Austin State University. He is happily married to his wife, Maytlind, and together they have a daughter. He and his family are avid sports fans and enjoy the great outdoors.