Joe has spent over 30 years managing money. He majored in accounting at Murray State University and began his career as an auditor. However an opportunity opened for him to join the team responsible for managing the assets for the Tennessee Consolidated Retirement System and he knew right away what he wanted to do for the rest of his professional career.

Joe moved his family to Jupiter in 1998 to join Intech Investment Management, a quantitative global equity manager focused on institutional investors. Joe spent the next 25 years managing the team responsible for equity and currency trading, portfolio management and settlement functions.

Joe has always had a passion for helping people with personal finance. Through his church he has taught many personal finance classes and continues to mentor and guide others towards financial freedom. Joe and his wife Susan serve at Family Church in Tequesta, FL and have four children and three grandchildren.