Joe is responsible for supporting the lead advisors. With a desire to work more closely with individual investors, Joe transitioned into personal financial planning after serving as treasury manager in higher education. He joined the team in June of 2013.
He is an active member of Financial Planning Association (FPA). He holds an associate degree from the University of Kentucky and working towards satisfying the CFP Board education requirements.
Joe and his wife, Dr. Karen Schell, live in Lexington with their two sons Charlie and Ollie.