Meet Joseph
Joseph is a Sr. Wealth Advisor based in the Dallas, Texas area. He joined Mercer Advisors in 2023 through the acquisition of Steward Wealth Management which he joined in 2013. Joseph is a graduate of Baylor University with a degree in accounting and real estate. He also holds a M.S. degree in taxation and is a Certified Public Accountant. Following graduate school, Joseph spent several years working with Ernst & Young, LLP, in tax advisory, serving Fortune 1000 and various large multi-national companies.
Joseph’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Joseph has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Family businesses navigating succession, liquidity, and legacy goals
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
His working style
Joseph’s working style is driven by a genuine desire to help individuals and families set and achieve meaningful financial goals. He approaches wealth management as a calling — combining technical expertise with a deep commitment to service. Guided by the belief that wealth is about more than money alone, Joseph focuses on helping clients build clarity, purpose, and a lasting financial legacy aligned with what matters most to them.
Joseph in real life
What keeps you busy outside of work?
I coach every one of my sons in baseball, football, basketball, and more. All little league sports.
Favorite thing about where you live?
My wife and I are natives of the Dallas-Fort Worth metroplex and love it very much to stay and raise our kids here.
Meet Joseph’s Teammates
Melissa Cleghorn
Client Service Specialist
What Joseph Says
Melissa is passionate about serving clients. She deeply cares about the clients we serve and who we see as friends.
Dustin C. Stiefel
Sr. Wealth Advisor
What Joseph Says
I’ve known Dustin for decades and he is a great teammate for bouncing ideas off when working on clients’ plans.
Vince Hawkins
Sr. Wealth Advisor
What Joseph Says
In the 15 years I’ve known Vince, he has been a valuable team member and colleague.
Ready to learn more?
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