Joseph is excited that he is able to turn his personal passion for budgeting, saving, and investing into a professional one. Building upon nearly 20 years of corporate tax experience, where he implemented planning strategies and negotiated with auditors to save millions of tax dollars, Joseph is now helping friends and neighbors plan for their future financial needs.
Joseph grew up in Cartersville and then attended the University of Georgia earning a Masters degree in Accounting. He met his wife, Jessica, in Atlanta and they moved back to Cartersville in 2013 to raise their three children in the same church, schools, and community that helped to shape his values.
Joseph volunteers on the board of Cartersville Little League where his sons, Luke and Jake, play baseball. His daughter Allie Beth is a cheerleader, dancer and gymnast. During his rare freetime, Joseph enjoys boating to rope swings on Lake Allatoona with his family.