Joe is a Managing Partner with the firm and member of the Investment Strategy Committee. He has been a financial advisor for more than 15 years. In addition to serving the needs of small business owner clientele, he coaches small business owners and facilitates Leadership Development in his church, Sagebrush Community Church. Joe believes these experiences and perspectives translate well to the financial services arena. Joe’s experience spans both the personal and small business owner markets. He serves as a resource for business owners in areas of investment and retirement strategy development and risk management. His professional advice, coaching and ongoing follow-up help each client make informed decisions and navigate the ever-changing financial markets. Joe provides his client’s personal service and encourages them to rely on him as their preferred financial advisor.
Joe lives in Albuquerque with his wife Theresa and enjoys biking and traveling, with his free time.