What Makes Us Different
FIDUCIARY STANDARD OF CARE
It means that the goal of those who provide you with advice put your interest ahead of their own. Be aware that there may be people who provide investment advice who are not Investment Advisor Representatives or Financial Advisors, therefore may not adhere to this important standard. As a Financial Advisor I am obligated to put my clients interest first.
We Help Families that are motivated by:
An awareness that engaging professionals to help will allow them to spend more of their time in activities they enjoy.
That they may not have the experience to develop and execute a successful plan by themselves.
Knowledge that without a good plan the wealth and values they've created may vanish over time.
Joe has 12+ years experience providing Comprehensive Wealth Management and Retirement Planning, with a focus on Investment, Tax, Charitable and Retirement Distribution strategies for high net worth individuals and families. He served as a Vice President with Fidelity Investments for 10 years, where he was responsible for providing Wealth Management services for over 500 families worth combined $600 million+ in assets. He was also a member of Fidelity's South East Leadership team, providing financial planning coaching for many other advisors in the region.
Joe holds a degree in Finance from the University of Cincinnati College of Business. He has completed the University of Georgia Executive Program in Financial Planning, and holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam).
Joe is very passionate about helping individuals and families realize their financial goals and life-long dreams, a work ethic and desire to help others that was influenced by his parents. Joe and his wife Kristin live in Roswell and are active members of the Northpoint Community Church. Joe enjoys traveling with his wife, attending sporting events, playing golf, and cherishes time with his family most of all.