Joe joined True North Advisors in 2026 as a Client Operations Analyst, where he plays an integral role in supporting the wealth management team and the clients they serve. He supports advisors by managing money movement, account maintenance, asset transfers, and ensuring the accuracy and efficiency of all workflows. Joe approaches his work with a commitment to attention to detail, accuracy, and reliability.

Prior to joining True North, Joe held his Series 7 and Series 66 licenses at Schwab, where he assisted clients and advisors with trading, account maintenance, money movement, and day-to-day support.

The firm’s mission is Fulfilling Lives™, and Joe supports this by striving to ensure every operational detail is handled with care and precision, contributing to a client experience that is both seamless and trustworthy.

Joe grew up St. Louis, Missouri and earned a Bachelor of Economics at the University of Dallas. In his free time, he enjoys staying active, golfing, and spending time with his friends and family.