With more than 16 years of experience in financial consulting and financial services, Joey has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Joey understands the dynamics of wealth, and how to balance family values to support your legacy goals.

While his services are primarily portfolio management, retirement planning, and estate planning, Joey endeavors to create long-term, meaningful relationships with personalized financial planning using the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Joey is a graduate of the University of South Carolina. In 2007 he began his career in financial services working as a Personal Banker, and most recently as a Financial Consultant. As a member of the Financial Review Committee with the United Way of South Hampton Roads, member of The Virginia Club, and a supporter of organizations including Junior Achievement, March of Dimes, Volunteer Hampton Roads, and Hampton Roads Community Foundation, Joey believes in giving back to his community.* Away from the office, he enjoys golf, music, and spending time with his family.