Professional
- Supports Vice President and Shareholder with the firm preparing financial plans and other client-focused activities
- Provided equity selection and portfolio analysis services to the prestigious LSU Student Managed Investment Fund
- Served as Team Leader in the Bloomberg Global Trading Challenge
- Completed basic finance sector training at Align Wealth Partners in Baton Rouge, LA
Personal
- Graduated from Louisiana State University with a Bachelor of Science in Finance
- Grew up as an Army brat and has moved over 10 times
- Enjoys playing guitar and loves country, bluegrass, blues, and southern rock
- Send your recommendations, he is always looking to try new restaurants and bars
ODD FACTS
- “I paid my way through college as an entrepreneur running my own company, College Exterior Cleaning.”
- His dream vacation is to travel to New Zealand
- He’s always looking for an engine to tinker with or some new lures for fishing
- Joe is a die hard LSU football fan—Geaux Tigers!