Joe entered the financial services industry in 2012 after starting his career as an auditor for Deloitte. Prior to joining Owen, Whelen & Thompson, he was a Financial Planning Associate in Davenport’s Financial Services department where he developed and presented financial plans and ran analyses for hundreds of clients.
Joe uses his varied financial background and perspective to help his clients plan for the future and navigate the complexities of their financial lives. Joe holds a CERTIFIED FINANCIAL PLANNER® certification, and he is also a Certified Public Accountant. A graduate of the University of Virginia’s McIntire School of Commerce, Joe has lived in Virginia for most of his life and met his wife, Emily, while attending UVA.
When he is not in the office, Joe is kept busy by his two young boys, Finn and River. He is counting the days until they are out of diapers.