Joe is one of our Independent Registered Advisors, whose client focus is small business owners, the self-employed and freelancers. A former entrepreneur himself, before joining Goodwin Investment Advisory, Joe was a residential mortgage broker and the founder of B&G Financial Mortgage. Since 2011, Joe’s talent for building relationships and his understanding of the challenges other business owners face has set him apart as a leader at Goodwin Investment Advisory and asset to his clients.
A Texas man by-birth and at-heart, Joe was born in El Paso and graduated from the University of Houston with a degree in Finance and minor in Spanish. While in school, Joe also met his life partner, Mary Ellen. It’s also where he began his career with Delta Air Lines.
In 1990, Joe, moved to Atlanta to work at Delta’s headquarters. Mary Ellen joined him in 1994 beginning their new journey as a family. After 20 years with the airline giant working in revenue management, Joe decided he was ready for a new career path. This decision eventually connected him with Goodwin Investment Advisory – first as client, soon after as an advisor.
Working at Goodwin Investment Advisory allows Joe to empower other entrepreneurs by guiding them to financial freedom. Joe believes this path to a bigger, better future for clients and their families starts with a plan for reducing debt, minimizing taxes and maximize savings. Having moved past the hustle of corporate life, Joe’s own bigger, better future includes more travel, more volunteering and more time with his children – Beverly, Bobby, Jade and his grandson Andrew. At Goodwin Investment Advisory, we and our clients are thankful Joe has also included us in his life.