In his role as President/CEO, Joe manages the operational, financial planning, and investment sides of APC. His decades of experience in the various facets of finance and operational roles at Texas Instruments, Compaq Computer (now Hewlett Packard), and a small family-owned business serve him well in his multiple roles at APC. Joe’s energy and wide-ranging expertise bring a valuable dimension to the APC client service team. For instance, Joe has over 40 years of investment experience, having purchased his first stock when he was 21 years old. And, he is especially passionate about financial planning — helping and encouraging individuals and families to achieve their financial life goals.
Joe is a graduate of Bentley University (B.S. in Accounting) and has a master’s in business administration (MBA) from the University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER®, a Certified Kingdom Advisor®, and a CPA. He is also a member of the Financial Planning Association and the American Institute of Certified Public Accountants.
Joe and his wife, Carol, have four children and five grandchildren. They enjoy serving in their church and the community, eating healthy meals, exercising, and being with family.
Joe was first drawn to APC as a client in 2004; later, he joined the firm as a financial planner and Vice President (2016); and in a wonderful evolution, Joe acquired APC ownership (2021). He is passionate about the independent advisory model and acting as a fiduciary in all circumstances, placing client interests first. Joe looks forward to continuing the legacy that has made APC the gold standard of financial planning in this area and beyond since 1975.
“Worth should be measured by what we give away, not by what we keep.”