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Joe joined River Birch Wealth Management as an Associate Advisor in March of 2021. He began his career in financial services in 2007 and has held roles in banking, insurance, and financial planning firms during that time. Joe is a Fiduciary and Certified Long-Term Care, holding his Series 6, 63, 65 Securities registrations and as a representative of LPL Financial. He also holds his Life, Health and Annuities licenses in VA, NC and MD. Joe graduated from James Madison University with a bachelor’s degree in Business Management, with a concentration in Technology, Innovation & Entrepreneurship.
In his spare time, Joe plays music in his church’s praise band and has been in multiple bands in the Roanoke Valley over the last 15 years. One of his passions is teaching guitar and he gives youth beginner guitar lessons. He is also an avid golfer. His family owned and operated Brookside Par 3 Golf Course in Roanoke for 20 years. Joe and his fiancé Jennifer recently became residents of South Roanoke and they have 3 dogs – Sophie, Gilbert & Miss Bea. They enjoy spending time doing projects around the house, going to dinner with friends and taking vacations in warm places.