Joe is the Planning Support Specialist for Jones Retirement Advisors. He works closely with the financial advisor team to develop comprehensive financial plans for our clients. Joe has worked with clients for 6 years helping in various stages of financial, retirement and risk planning.
Joe is dedicated to building long-term relationships with our clients based on trust, transparency, and open communication. He saw at a young age how valuable a trusted advisor can be to a family in times of need and he strives to provide that same value to our clients.
Joe married his high school sweetheart, Patricia, and they have since welcomed their two boys, James and Joey. Outside of work, Joe enjoys spending time with his family, golfing, fishing, basketball, and traveling.