Vice President, M&A
Joe has been working exclusively with registered investment advisors for over two decades. He has extensive industry experience in helping RIA 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 where 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 was able to exceed set growth goals during his tenure.
Joe began his career helping RIAs implement software solutions to drive firm productivity and profitability. Throughout his career Joe has been the recipient of numerous awards and was recognized for building teams that achieved high levels of engagement as measured by the Coffman Organization, an industry leading independent consulting firm. He is a graduate of North Carolina State University earning a degree in Business Management. Joe enjoys biking, swimming and traveling with his wife and two children.