Joe is a CERTIFIED FINANCIAL PLANNER™ at Global Advisor Group and has been with the firm since 2016. Joe works closely with James Barnette to serve high net-worth families. Serving as a center of gravity for his clients, Joe guides families through the complexities of personal finance – including investments, cash flow generation, estate planning, and insurance – to create, adjust, and consult clients on their comprehensive financial plans.

Joe holds a bachelor’s degree in mathematics and philosophy from Virginia Tech and a master’s degree in philosophy from the University of Illinois. Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation he attained through the College for Financial Planning®.

Joe holds the following registration through LPL Financial: Series 7, Series 63, Series 65, Virginia Insurance Exam (all securities registrations are held through LPL Financial).