Joey is dedicated to serving retirement plan clients. He provides due diligence, advice and guidance on plan design, investments, services, fees, employee education, and fiduciary compliance. His ultimate goal is to ensure that every client has access to quality retirement plan investments and services that are provided at a reasonable cost. He believes that each and every employee deserves the option of retiring on their own terms.

Education and Experience
Joey earned a bachelor’s degree in Accounting from Texas A&M University then began his financial services career at A.G. Edwards & Sons in 1993.

In 1994 he went to work for GuideStone Financial Resources. There he served in both the Compliance and Relationship Management areas, gaining extensive experience working with church plans.

After over 20 years with GuideStone, he was recruited by MassMutual to serve as a large corporate Relationship Manager. It was here where he saw the value that a strong Plan Advisor/Consultant brought to the overall relationship.

Joey holds his Series 65 license.

Personal
Joey is a native Texan and has lived all over this great state. He and his wife, Cindy, reside in Rockwall with their children: Brenna, Carson, and Manning.

In his free time, he enjoys spending time with his family, singing in the church choir, traveling, shooting, and telling dad jokes.

You will occasionally find him attempting to play golf. He has donated at least one golf ball to each pond on every course he’s played.