Joe brings more than 17 years of experience in the financial industry. During that time, Joe focused on consulting with financial advisors and wealth management teams. He specialized in portfolio solutions across ETFs, specialty managers, structured investments, fixed income and ...more

Joe brings more than 17 years of experience in the financial industry. During that time, Joe focused on consulting with financial advisors and wealth management teams. He specialized in portfolio solutions across ETFs, specialty managers, structured investments, fixed income and alternatives. Joe grew up in Newport Beach, CA and left to pursue his undergraduate degree and play football at Wheaton College, IL. Joe studied business economics and biblical & theological studies. Joe and Hope live in Houston with their four children: Blake, Lauren, Jack, and Luke. They are actively involved in youth sports, Trinity Classical School and Christ the King Presbyterian where Joe serves as an elder.less