About Joe
Joe is a wealth advisor at Buckingham Strategic Wealth. He previously spent six years at Stifel, Nicolaus & Co. Inc., where he worked in equity capital markets, strategic planning and compliance.
Joe graduated from the University of Chicago with a bachelor’s degree in psychology and earned his MBA from the McCombs School of Business at the University of Texas at Austin with concentrations in investment management, finance and accounting. He holds the Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent professional designations, along with the Series 65 securities license.
Joe is a wealth advisor at Buckingham Strategic Wealth. He previously spent six years at Stifel, Nicolaus & Co. Inc., where he worked in equity capital markets, strategic planning and compliance.
Joe graduated from the University of Chicago with a bachelor’s degree in psychology and earned his MBA from the McCombs School of Business at the University of Texas at Austin with concentrations in investment management, finance and accounting. He holds the Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent professional designations, along with the Series 65 securities license.