Joe is a Partner at StratWealth. He joined StratWealth in 1999 and his past roles include service as Director of the firm’s Investment Research Division, and Chairman of the firm’s Investment Committee. Joe is a member and past President of the Financial Planning Association of Maryland. He has also taught financial planning courses for the National Endowment for Financial Education and volunteered at Junior Achievement’s Biz Town. He is a graduate of Leadership Howard County’s Premier program, as well as a Board Member and a Chair of their Finance Committee. He has also been featured and quoted in various local and national media, including The Wall Street Journal Magazine, SmartMoney, the Washington Post, the Daily Record and the Gazette.Joe earned the Certified Financial Planner™ (CFP®) designation in 2003, and the Accredited Investment Fiduciary (AIF®) designation in 2014. He is a graduate of Western Maryland College (renamed McDaniel College) with degrees in Business Administration and Accounting. Joe lives in Columbia, Maryland, with his wife and their children.