Joe has an ability to simplify the complex and educate people so that they can consistently improve their financial picture. He draws from his two decades of experience in financial planning, investments, insurance, real estate, and oil and gas. Joe works directly with financial advisors and individual investors to determine the proper placement of oil and gas investments inside of financial plans and portfolios. As a former financial advisor and consultant to successful financial firms, he looks at investments as tools to accomplish a goal, and is passionate for the oil and gas space because of it’s unique tax benefits and income generating opportunities. He resides in Mooresville, NC with his wife Kristy and children Isaiah and Grace. Joe holds a dual BS in Business Management and Marketing from Canisius University