About Joe
Joe holds the CERTIFIED FINANCIAL PLANNER®, Enrolled Agent, and Chartered Financial Analyst® professional designations, along with the Series 65 securities license.
Education and Professional Milestones
-University of Chicago - bachelor’s degree in psychology
-McCombs School of Business at the University of Texas at Austin - MBA with concentrations in investment management, finance, and accounting
-Spent six years at Stifel, Nicolaus & Co. Inc., where he worked in equity capital markets, strategic planning, and compliance