Joseph joined Capital Analysts of Jacksonville, Florida, Inc. as a Financial Advisor in September 2019. He specializes in providing clients with comprehensive and modular financial planning services as the Director of Plan Design and Research and serves clients by offering objective financial advice to individuals, business owners, executives, and professionals who appreciate a high level of personal service, customized solutions and long-term relationships.
Joseph also enjoys working with Dave Ramsey fans as a part of the SmartVestor Pro program. In this role, he helps Dave’s listeners invest and plan for the future the “Dave Ramsey Way” while advising them with the heart of a teacher. Additionally, Joseph has been teaching Dave’s Financial Peace University Class for over a decade; during that time he has walked with over 400 people as they worked through the “Baby Steps.”
He spent over a decade as an owner and operator of a local real estate firm but changed industries to financial services to follow his passion of helping clients find confidence in their financial futures. He began his financial services career with Fidelity Investments and Charles Schwab & Co. before finding his home with Capital Analysts of Jacksonville, FL, Inc.
Joseph graduated magna cum laude from Jacksonville University with a Bachelor of Science degree in Computer Science. He holds a CERTIFIED FINANCIAL PLANNER™ certification as well as FINRA Series 7 and 66 registrations. He is also a licensed Life and Health Insurance Agent.
Outside the office Joe enjoys spending time with his family and friends, serving in his church, and searching in the woods while golfing.
Dave Ramsey and SmartVestor Pro are not affiliated with the Lincoln Investment Companies.