Joseph has held a variety of positions including CEO, Chief Investment Officer, and Financial Advisor; and was previously with Mallard Financial Partners as CEO where they were responsible for leading the strategic vision and managing every department to achieve their goals. Joseph is most proud of establishing a line of business services specifically helping non-profit clients. Joseph has a BS in Finance and Management Information Systems, and an MBA with a specialization in Entrepreneurial Strategies.

In their spare time, Joe enjoys playing recreational volleyball, dodgeball, and kickball. You can find Joe on Food Network’s Holiday Baking Championship: Gingerbread Showdown (Season 2 Ep. 5) and Christmas Cookie Challenge (Season 8 Ep. 6).