About Me

For over 33 years Joe has been working with individual and institutional clients as their personal wealth manager.

In 2000, he earned his Certified Investment Management Analyst^SM designation (CIMA^®), through the Investment & Wealth InstituteSM  from  The Wharton School. Joe also holds the distinction of Senior PIM Portfolio Manager and is proficient in PNF analysis through NASDAQ/Dorsey Wright.

In 2019-2022 Joe was ranked by  Forbes¹ as a Best-In-State Wealth Advisor.  Additionally, has been a Certified Kingdom Advisor® since 2011.

Joe began his career in Atlanta as Public Finance Officer with NationsBanc Capital Markets Group. He then took a position with Grant Thornton as an Asset Specialist before returning to Charleston in 1993 to join a predecessor firm of Wells Fargo Advisors Financial Network. 

He earned a (MBA) masters degree in business administration from the Darla Moore School of Business at University of South Carolina and a bachelor of science in business administration from the College of Charleston. 

Joe strongly believes in giving back to the community. Previously, he has served as President of the NAMI of Charleston and served as the Treasurer of two non-profits,  the Alzheimer’s Association of the Low Country and Carolina Autism both of which he helped found. Joe also served on the board of the College of Charleston’s Alumni Association and Treasurer of the non-profit Coastal Crisis Chaplaincy.  Additionally, on the advisory boards of the Camp St. Christopher Camp and Conference Center and FreshStart Visions.

Joe is an active member of Kingdom Advisors which is a non-profit organization for Christian Financial professionals. His faith is an instrumental part of his personal and professional life.

Originally from Greenville, SC,  Joe and his wife Nicole reside on John’s Island.  They have two children. Their daughter graduated Clemson University and their son is attending  the University of South Carolina Moore School of Business.  They are members of St. Michael's Church in Charleston and enjoy advocating Dave Ramsey’s Financial Peace University and Cursillo ministries. 

Joe has a passion for Model A Fords and is a member of the Low Country Ford Model A Club.  He can often be spotted in town driving either his 1930 Ford Model A Town Sedan or 1930 Ford Model A Truck to work.