Joe is driven by a simple belief: the best financial outcomes are achieved through truthful education, bold thinking, and confident action. He joined the Waypoint Team in 2018 and brings over two decades of experience delivering financial education and helping clients realize results beyond what they thought possible.
Joe focuses on helping key employees and business owners reach their full financial potential, with a long-standing commitment to building meaningful, long-term relationships. His work has been especially impactful in the pharmacy community, where he has championed financial literacy and education across the country through hundreds of speaking engagements.
A graduate of the University of Texas at Austin with a B.S in Philosophy, Joe is also a cancer survivor, an Eagle Scout, and a lifelong music enthusiast. Outside of work, he enjoys traveling the world and dreams of one day opening a bar in the Caribbean. Joe lives in Texas with his wife, Robin—a talented baker—and their son, Dylan. He currently serves as President of his son’s Elementary Dads Club and remains active in his community.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
