Joe is responsible for assisting with the back-office functions of the practice. He opens new accounts, transfers money, generates investment reports, and does anything that Mike needs to be done in order to facilitate excellent client service.
Joe is new to the team. He graduated from Clemson University with a BA in Economics in May 2021. While working at Barnum, he is also still in school working on his MA in Economics as well as his Certified Financial Planner designation. In his limited spare time, he likes hanging out with his fiancé, competing in triathlons, and watching Star Wars.