Joe is a managing partner with e3 Wealth. Joe has been practicing comprehensive wealth planning since 2001. Many people played significant roles in Joe's life including teachers, church members, co-workers, family and friends. It was their influence that led Joe down the path of entrepreneurship and financial services. When Joe made the decision to work in wealth management, it was primarily to give him the opportunity to play a role of significance and contribution in the lives of others by helping them improve their relationship with money.
Joe is an Investment Advisor Representative and currently holds Series 6, 7, 63 and 65 licenses and he has completed the Chartered Financial Consultant (ChFC) designation. Joe graduated and received his BSBA from Texas State University in 2002. Joe’s desire to educate the public and help people and businesses reduce or eliminate risk in their personal economy led him to begin hosting a weekly radio show called “Advance & Protect.” This show aired from January 2013 to December 2015.
Joe was born in Chicago, IL and raised in Bastrop, TX. He currently lives in Buda, TX with his wife, Katie, and his three children, Jacob, Layla, and Levi. Joe loves spending his free time with his family and is a huge Chicago sports fan.