Experience and Education

Joe has more than 20 years of industry experience, working with clients to create wealth management plans that align with their individual financial circumstances and goals.

Prior to joining Mariner, Joe was a wealth management advisor at Teachers Insurance and Annuity Association of America (TIAA). Before that, he was a financial consultant at Charles Schwab.

Joe graduated summa cum laude with a bachelor’s degree in economics and a minor in business administration from Western Kentucky University.

Personal Interests

Joe is a husband and father of five children. He is involved in many school-related activities as well as extracurricular activities with his children. He is an active member of his church.