Vice President, M&A
Joe has worked exclusively with RIAs for over two decades. He has extensive industry experience in helping firms with a variety of practice management topics, including strategic planning, business succession, implementing growth strategies, and deploying technology solutions.
Prior to joining Mercer Advisors, Joe worked within the Advisor Services business enterprise of Charles Schwab. He was responsible for providing leadership, sales management, and coaching to a team of Senior Relationship Managers that covered the top firms in the Southeast territory, which included over $250 billion in assets. His territory exceeded its growth goals by more than 140% during Joe’s tenure. He began his career helping RIAs to implement software solutions to drive firm productivity and profitability.
Joe earned a Bachelor of Science in Business Management from North Carolina State University and completed the Personal Financial Planning Accelerated Program through the University of California at Irvine. In addition, Joe has obtained the CFP® certification.
In his spare time, Joe enjoys biking, swimming, and traveling with his wife and two children.