Independent Registered Advisor
Joe graduated from the University of Houston with a degree in Finance and a minor in Spanish. During his college days, he took a part-time job at Delta Air Lines which grew into a nearly twenty-year career that brought him to Atlanta. Wanting to make a more personal difference in people’s lives, Joe moved into mortgages and later opened his own company, B&G Financial Mortgage, a residential mortgage broker in Georgia, which he continues to own and operate.
Joe met Tim and liking the philosophy and mission, decided to become a GIA client. Desiring to increase the value he could provide to people, he decided to join Team GIA. He passed his Registered Investment Advisor exam and became a Financial Adviser with GIA in 2011. The thing he loves most is having the chance and ability to provide an even more positive impact on his clients and their families.
Joe’s roots are in Texas, having grown up first out in the West Texas town of El Paso and then just south of Houston before attending the University of Houston where he met the lady that would become the love of his life, Mary Ellen. Even with his Texas history, he’s been a Georgia boy since 1990. Together he and Mary Ellen have three children, Beverly, Bobby, and Jade who are the lights of his life. He serves in the reader ministry at his church, St. Thomas the Apostle in Smyrna, and mentors through the Watch D.O.G.S. program, part of the National Center For Fathering. He also loves to travel and get out for a ride on his motorcycle.