Joe brings a wealth of Financial and Management experience to the table. After earning a Bachelors Degree at Oklahoma State University and a Juris Doctorate Degree from the University of Tulsa, Joe spent several years in the social services industry planning residential and vocational services for disabled adults.
In 2006 Joe joined a large investment services firm in St. Louis concentrating on fixed income retirement planning, managing an office in rural Missouri. In 2012 Joe decided the independent broker-dealer model would allow him to expand the opportunities for his clients and he joined Woodbury Financial Services. Joe holds Series 7 and Series 66 FINRA registrations, as well as Life and Health Licenses in the State of Missouri.
Joe lives in Troy, Missouri with his wife Pauline, a registered nurse with SSM Healthcare system.