Joseph’s vision is simple: to help families achieve their goals, protect what matters most, and build generational wealth—while living a life of purpose and balance. He believes financial planning should feel empowering, not overwhelming, and that the best plans are both practical and aligned with what truly matters to the family behind the numbers.
Joseph chose to work with Peachtree Planning because of their shared belief in empowering people to create generational impact. That alignment in purpose allows him to serve families with a long-term mindset—helping them build financial confidence, strengthen their foundations, and make decisions that support both their current lives and their future legacies.
Outside of work, Joseph enjoys his time with his wife of 11+ years, Lauren, and their two children, Avett and Caroline. He’s an avid Georgia Bulldogs fan and loves being outdoors, preferably on a golf course.
If you’re looking for a financial professional who will meet you where you are, listen closely, and help you build a plan with purpose, Joseph would be honored to help.
His office is located at 3 George C. Wilson Ct in Augusta, GA and he can be reached at (706) 294-8958.
Financial Representative of Guardian