Joe has been managing wealth for some of the nation’s most affluent families and institutions since 1992. A nationally recognized leader in wealth management, he has been consistently awarded Barron's Top 1,200 Financial Advisors in 2021-2025, Barron's Top 1,500 Financial Advisors in 2026, Forbes Best- in-State Wealth Management Teams 2025-2026, Forbes Best- in-State Wealth Advisors, 2018-2026 and AdvisorHub Advisors to Watch in 2022-2025.
Since joining RBC Wealth Management in 2009, he has been a member of The Executive Council, an elite group of the firm’s top private wealth managers.
Holding multiple industry credentials—including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®), Certified Exit Planning Advisor (CEPA®), Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®)—Joe is committed to professional excellence. He is also a Business-Finance graduate of Arizona State University and has been an expert speaker at several industry conferences and events.
Joe’s practice takes a comprehensive approach to wealth management, focusing on investment strategy, wealth transfer, retirement planning, risk management, as well as estate planning services, and philanthropic planning. He also provides pre-liquidity planning for business owners considering a sale or transition. His collaborative approach focuses on aligning clients’ financial objectives with leading private and public asset managers, helping ensure that efficient wealth management is at the heart of his practice.
A fifth-generation Arizonan, Joe is passionate about giving back to the community. He has held board positions with several local nonprofits and is a graduate of Scottsdale Leadership, Class XIV.
Outside of work, Joe enjoys spending time outdoors with his wife, Jinger, and their son, Cooper. He’s an avid hiker, motorsports enthusiast, and a (self-proclaimed) terrible guitar player. When time allows, he also enjoys fly-fishing and unwinding at the family cabin.
