Joe was born and raised in Northern Virginia. Following his graduation from Virginia Tech in 2022 with a Bachelor of Science in Business, majoring in Finance, he relocated to South Florida and joined the Family Wealth Partners team. Joe's college education was geared specifically toward financial planning, covering topics including portfolio management, tax planning, insurance planning, estate planning, behavioral finance, and other financial planning concepts.
During his academic journey, he was deeply involved in teaching and mentoring roles, serving as a Teaching Assistant for Financial Analytics for two years and volunteering at a local high school to educate students on financial literacy. In addition to his teaching responsibilities, Joe contributed to his campus community through his involvement in the Financial Planning Association, the Virginia Tech Snow Club, and his fraternity.
Joe received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. in September 2025.
In his free time, Joe enjoys snowboarding, beach days, and cheering on Virginia Tech Hokies. With a strong commitment to using his financial planning knowledge to help others, Joe aspires to be a financial steward, helping others achieve both their financial and life goals.
Joe holds FINRA Series 7 securities registration through Commonwealth Financial Network.