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Who We Are
Meet the Team
Who We Serve
Panama City Beach, FL 32407
The value Joe provides his clients is a combination of his knowledge, understanding and experience, which he has obtained during his 30 years in the financial services industry. Whether in management or sales, Joe has received recognition for his leadership, performance and service. His accomplishments are a direct result of his ability to provide new and creative solutions to complex problems, using the goal of a client’s financial success as his guiding principle while also providing service with the utmost integrity.
Joe started in the industry in 1989, working at some of the largest financial services firms including AIG, VALIC and AXA Advisors. During that time, he also spent five years in management, overseeing a group of advisors. Throughout his career, Joe has earned many awards and achievements for his successes, including Independent Life & Accident Insurance Company’s Leading Sales Manager President’s Club Award (2 times) and AIG’s National Leaders Club Award (2 times). He was also named to VALIC’s Gold Circle and received SunAmerica’s Platinum Advisor Award.
Auburn University, BS Finance, Minor Accounting
Joe resides in Panama City Beach, FL with his wife Martha and enjoys spending time with his family. He is a certified instructor for the Florida Department of Financial Services. Joe is an adjunct faculty member at Gulf Coast State College and the Past President of the Gulf Coast State College Foundation.