Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠


  • Hardin Simmons University, BA Communications


Joe and his wife Sarah live in North Dallas with their three little boys, Grayson, Patton and Rowan and new daughter Lily. He enjoys snow skiing, playing golf, chess and dressing up in his Scottish attire. Joe is an avid sports fan and can often be found cheering for the Dallas Cowboys with friends and family

Community participation

Money Wise program

Children's Medical Center Run and Ride

Food Bank Volunteer

Professional associations

  • Hardin Simmons University Alumni

Previous experience

  • Financial Advisor, MetLife Securities, 2009-2016