Joe is the Co-Founder and Managing Partner of Waypoint Strategic Financial Advisors, LLC, a Registered Investment Advisor headquartered in Asheville, North Carolina. With a career spanning more than six decades, he brings deep expertise in financial strategy, estate planning, and family business consulting. Joe holds the designations of Chartered Financial Consultant®, Accredited Estate Planner®, Certified Family Business Specialist™, and Chartered Life Underwriter®. He earned his Master of Science in Financial Services from The American College of Financial Services in Bryn Mawr, Pennsylvania, and later completed the coursework for a Master of Liberal Arts at the University of North Carolina at Asheville with a 4.0 GPA.
Driven by a lifelong belief that success is most meaningful when it benefits others, Joe has devoted his career to helping individuals and families align their wealth with their values. His approach blends technical precision with a genuine desire to guide clients toward lasting financial clarity and impact—a commitment reflected equally in his professional practice and community leadership.
Joe’s dedication to service extends beyond finance. He earned his Eagle Scout Award at age 15 and went on to serve as Chairman of the All American City Committee when Asheville received that distinction in 1970. He was President of the Asheville Jaycees in 1970–71, Outstanding Young Man of the Year for Western North Carolina in 1972, and Founding Chairman of the Boys’ Club of Asheville. Joe also served as Vice President of the Chamber of Commerce, received the Award for Outstanding Community Accomplishment, and played key leadership roles with the United Way of Asheville and Buncombe County. When he’s not mentoring young professionals or volunteering, Joe enjoys time with his family and exploring the natural beauty of the Blue Ridge Mountains.
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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.
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