Joseph is a devoted husband, father, brother, friend, lifelong learner and teacher. He has lived on three different continents - Africa, Europe, and North America and is an active member of his local and church communities.

Joseph holds an MBA with concentrations in Finance, Strategy, and Organizational Behavior from Carnegie Mellon University Tepper School of Business. He is also an engineer by training and graduated from Swarthmore College with a BS in Engineering and a BA in Mathematics.

With over 20 years work experience in financial services, Joseph has worked for global and world class organizations such as Bridgewater Associates, where he created trading platforms for emerging market debt, inflation-linked bonds and cash bonds, and General Electric, where he worked as an energy investment professional, investing across the energy spectrum - oil and gas, renewable energy, upstream, midstream and downstream. Joseph also worked in investment banking at Barclays Capital.

Recognizing the need, especially within marginalized communities, Joseph devotes his expertise towards helping small business owners and individuals create and maintain financial wealth.

— Founder & CEO

Are you ready to step into financial freedom?

Many people ask what are the criteria for becoming my client. Many financial planners are more interested in your current net worth than what they can do you help you grow your wealth. Under a particular number they will not take your call or even return an email. More important to me than net worth, is the attitude of the potential client, and the partnership we can develop. I am willing to work with people, families, and business owners who are ready to grow.