Joe has been serving individuals and businesses in various financial capacities since beginning a career in public accounting in Oklahoma City in 1975. He has worked as the head of the tax department for an oil and gas company and the head of a bank trust department. Taking advantage of his varied financial experiences, he has served with Trinity Portfolio Advisors, LLC, as a Registered Investment Advisor since its inception in 2009. Joe and his wife Karen have five children and seven grandchildren.