Joe, Jr., grew up observing the family business and at an early age appreciated the long-term relationships his father developed with his clients. While pursuing his bachelor’s degree at Brigham Young University (international politics, 2003), he told Joe, Sr., that he was interested in learning about the business. After graduation, he joined Joe, Sr., and became his formal partner several years later.
A student of history and current events, Joe’s distinct ability is to draw from these disciplines to provide context for each client’s unique situations. Seeing how the “big picture” impacts individuals and their families is a big part of Achieving Simplicity® for his clients.
Joe gains his greatest enjoyment is spending time with his wife, Lacy, and three children. As a family, they enjoy traveling, being near the water, and playing games together. Joe is active in numerous community organizations and his church.
