Simplifying the financial lives of high-achieving professionals
If your financial situation is so complex that you’re stressed just thinking about it, it may be time to call Joey.
His clients are physicians, dentists, or any busy professional ready to take their future seriously. He works with people who are looking for a coach and teammate, not a salesperson.
Growing up in a lower-income home, creating a strategy for retirement was never a priority or even a topic. Through his life experiences, he realized the importance of creating a financial game plan. When it came time to start managing his own finances, that passion resulted in helping others work toward true financial success.
Early on in his practice he learned many people grew up like he did, and now they were earning large incomes as physicians, dentists, and attorneys and their confusion and lack of education around finances brought more expensive consequences.
He took a lesson from his client’s playbook and built a specialized practice of his own, focused on becoming an expert in the investing and insurance needs of medical professionals and lawyers.
Joey takes the complexity out of financial strategies, breaking each goal into manageable decisions and tasks and educating you on your options.
He is a firm believer that trust is the foundation of a financial services relationship, and he commits to being your financial coach for the long term.
What you get when you work with Joey:
Complete honesty: Joey looks for clients who not only accept brutal honesty but value it. When it comes to your financial future, Joey makes sure you understand the whole picture and can make informed decisions when it matters.
A lifelong coach and teammate: As a former athlete and current sports fan, Joey knows the importance of a team. For a financial services relationship to work, he believes all members need to be on the same page and value each other’s contributions.
Your choice of carriers: As an independent financial advisor, Joey is not obligated to push any one product or carrier over another. If you do need a specific insurance or investments solution, he can help you shop the market and find suitable coverage for your needs and budget.
What you WON’T get as a client:
A sugar-coated version of your future: Joey takes his work with clients seriously, and he stays realistic about whether you are on the correct path to achieving your goals.
A sales pitch: Products may be the solution, but they are never the goal. Joey looks at your personal financial situation and helps you distinguish which products matter, and which are a waste of time. Then, he provides resources and education so together you can select the product options and carriers that make sense for you.
Joey spends most of his free time with his wife and two young children exploring all Richmond has to offer.
Although they are partial to the vibe of Mexico, Joey and his wife love to hike, camp, and travel throughout the country and internationally. They are always happy to share recommendations for their stops in their favorite country or tips for catching the best wineries in Virginia.
Joey specializes in simplifying the financial decisions medical professionals and attorneys face every day.
- Asset protection
- Debt management
- Education funding strategies
- Estate planning*
- Retirement strategies
- Tax-efficient investment strategies*
Joey is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3645563/DOFU 6-2021