Joe is founder and Chairman of Universal Advisory Services, Inc. He is nationally recognized as one of the premier advisors to affluent families, corporate executives and professionals throughout the world. Worth Magazine chose Joe as one of the “top 200 most trusted advisors in America” in both 1996, 1997 and 1998. He has been featured in Money Magazine and Financial Planning Magazine for “building the office of the 21st Century.” Joe has been quoted in The Wall Street Journal, Money Magazine, USA Today, Physician’s Financial News, Accounting Today, Success Magazine, Ticker Magazine, the Albuquerque Journal and Tribune, New Mexico Business Magazine, and the Business Outlook.
Joe was accepted to the Registry of Financial Planning Practitioners, with less than 1,000 admitted nationwide. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations.
An active member of the FPA (the Financial Planning Association serves over 17,000 members in the U.S. and 23 other nations), Joe has served as Chair of its Practitioner’s Advisory Council as well as serving on several task forces, including its prestigious Conference for Advanced Planning. Joe is a past board member of several organizations including the Lovelace Respiratory Research Institute, Hosanna, and National Advisors Trust.