My father has been the most influential factor in shaping me into the person I am today. A retired policeman and refinery worker, my father helped to mold my interests to include investments. I can remember as a young man sitting and talking to him before he went to work about how his investments would help him accomplish his retirement goals later in life. Those conversations, along with my mother showing me how to make a budget when I asked for a new baseball bat or bike, were the foundation of my interest in the financial world.
As I sit here today, a 10-year veteran financial advisor who has served many great families, my mission is simple. I want to understand what's most important to you. I will use an established process to build personalized strategies to help you achieve the goals that are most important to you. I will then partner with you for the rest of our lives to help keep you on track.
Working with me is my branch office administrator, Caroline Robinson, who you can expect to provide a personalized client experience that is human centered and complete.
I am passionate about my family, church, investing, football, cooking, boating, traveling and my dogs. Katie, my wife of 14 years, and I have three beautiful daughters: Josie, Colbie and Liza. We spend most of our personal time enjoying every moment we can with them during their childhood.
My focus on knowing, caring and committing myself to becoming a meaningful member of my clients' lives makes your experience with me different. I currently have capacity to add new clients this year and would look forward to exploring the idea of working with you to achieve something meaningful in your life.
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberJoey Rivers at (601) 268-9000
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