Focus

Joe provides leadership and strategic guidance for the practice. His extensive industry experience and dedication to supporting clients with their financial needs enhances his collaborative approach. Engaging with individuals and families to help ensure they receive knowledgeable and thoughtful service is what drives his work. 

Education & Credentials

• North Carolina State University – Bachelor of Arts
• Forbes Best-In-State Wealth Advisors (2024)* 
• Forbes Best-In-State Wealth Management Team Member (2025)**

Outside the Office

Joe values time with his wife, children, and grandchildren. Originally from Durham, North Carolina, and raised in Winston-Salem, he enjoys travel, swimming, exercise, and staying involved in his church community.

*2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.