Joe graduated from the University of Texas at Austin in 1993 with a BBA in Accounting. Upon graduation, Joe obtained his CPA designation and joined the accounting firm of Coopers and Lybrand. After 3 years there, Joe made a career change and spent the next 27 years as a Texas High School Educator and Basketball Coach. He recently retired from education after serving the past 11 years in the Allen Independent School District as a Business Department Teacher and the Head Men’s Basketball Coach.
Prior to his retirement, Joe founded the Allen High School Financial Literacy Center and served as the Financial Literacy Advisor. Joe and his students created and presented financial literacy lessons to over 8,000 students from 2021-2023. It was during this experience that Joe realized he had a passion for providing financial advice, so upon his retirement in 2023, Joe obtained his Series 7, 63, and 65 Securities Registrations to pursue a career as a professional Advisor. Joe joined Longhorn Wealth in January 2024.
Joe has been married to his wife, Kathryn (also a Texas Ex) since 1995. They have two adult children, Mike and Charlie, both of whom work in the engineering field. Joe is a member of the Texas Exes, the Texas Retired Teachers Association, and the Texas Association of Basketball Coaches. Joe and Kathryn are active members of St. Gabriel the Archangel Parish in McKinney. They are avid Texas Longhorn sports fans and many of their weekends are centered around Texas Football and Basketball. When not attending UT events, Joe enjoys spending time working on the family ranch located in Grayson County.