As our CEO, Managing Partner, and Private Wealth Advisor, Joe has a talent for making complex topics seem simple to clients. He works primarily with high-net-worth families, business owners, and physicians, providing education and recommendations that can have a significant impact on their financial future. Joe also teaches at various residency/fellowship programs for physicians as well as groups of business owners on topics such as business continuation, exit strategy planning, key man protection, buy-sell situations, and tax planning strategies.
Joe graduated from Arizona State University with a bachelor’s degree in business before pursuing a second degree in culinary arts from the Arizona Culinary Institute. After working in professional kitchens for three years, he returned to his roots in financial services on the advice of his financial advisor. He began working with Northwestern Mutual in 2005 and quickly advanced to a management position while also building his own practice with individual and business clients. In 2010, Joe joined Silverhawk Private Wealth as a financial planner, allowing him to offer a more comprehensive range of services to his clients.
He is an active strategic partner of the Entrepreneur’s Organization (EO AZ) and Vistage, working with many of Arizona’s business owners. Joe has earned several industry designations, including the Certified Private Wealth Advisor® (CPWA® – an advanced certification for advisors who work with high-net-worth clients,) and Certified Exit Planning Advisor (CEPA – a certification focusing specifically on helping business owners transition their business and increase its value) certifications.
Outside of work, Joe enjoys spending time with his wife, two sons, and their dogs, Marley and Saylor, in Phoenix, Arizona. He is also an avid road cyclist and has participated in several charity rides throughout the country.