Ever since he attended a class on the stock market with his mother at the age of 12, Joe has been a believer in the power of the capital markets. After a successful start as an agent of New York Life Insurance, Joe followed his fierce sense of independence in founding our predecessor firm, The Lowry Group, in 1978.
Joe’s distinct ability is Achieving Simplicity® for clients by helping make complex situations clear and relatable.
He loves to travel with his wife, Gladys, hike, and read (especially history). He is also an avid fitness buff. Joe is active in a number of community causes and in his church (see Giving Back).
He received a BS from Brigham Young University in 1974. He is an Accredited Investment Fiduciary® (AIF®), Accredited Estate Planner®, Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®).
Active in industry-related organizations, Joe is a member of the Society of Financial Service Professionals (past president/Gainesville, FL, Chapter), National Association of Estate Planning Councils (past president/Gainesville Chapter), the Financial Services Institute, and a Life Member of the Million Dollar Round Table*. He is also past president of the Gainesville Association of Insurance and Financial Advisors.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.
