Joey joined Strada in 2017. His primary focus is on helping individuals plan for their future utilizing efficient tax strategies. His ultimate goal is to enter partial retirement at age 55 so that he can spend time with his family and do what he wants to do. He hopes that his own motivation gets conveyed to the people he meets and works with so he can help them obtain their financial goals.
When Joey took his first tax focused course in college, he quickly realized that looking for deductions and ways to effectively reduce tax liability was like solving a puzzle. This interest continued as he hoped one day to become a financial planner as well. Prior to working with us he completed two internships, one with Ernst & Young LLP in Kansas City and another with a small tax firm in Boise Idaho.
What do you like to do in your spare time? “I enjoy doing projects that allow me to build and create things. Wood working, working on cars, legally building firearms, or building Legos with my kids. I also enjoy target shooting in the mountains. Oh, and for the record, Star Wars is better than Star Trek.”
Words Joey Lives By: “There are only two opinions of you that matter, God’s and your own.”
Check me out on BrokerCheck