Joe has been in the financial industry for over ten years. Having trained with and run an investment office with Edward D. Jones and Company for seven years, Joe joined Woodbury Financial Services in 2014. That move allowed him to concentrate his practice on retirement income planning with an emphasis on fixed income investing and alternative investment opportunities for his clients.
Joe’s professional life goal is to help his clients reach and enjoy their later years through collaborative planning and investment.
Originating from New York, Joe attended high school in Oklahom and also worked in California. He graduated from Oklahoma State University in 1974, and the University of Tulsa College of Law in 1974. Years of traveling have benefited him when working with clients of diverse backgrounds.
He is the father of two, and grandfather of two, and lives in Troy, Missouri with Pauline, his wife of 27 years. Community service is of great importance to him. He is active in his church, having served on the finance committee for over 27 years. He has held positions of leadership with Volunteers in Medicine, the Benevolent and Protective Order of Elks in Lincoln County Council on Aging, and the Knights of Columbus.