Joe became president and owner of Legacy and Veridian in 2013 with the goal of enhancing the financial security of select Hampton Roads residents and business owners to meet or exceed their desires for their financial plan. Joe is a Registered Investment Advisor (CRD#: 5746994) under the Virginia State Corporation Commission and licensed in Life, Health and Annuities in VA, FL, NC, SC, OH & PA. He earned his bachelor’s degree from Georgia Tech and completed his master’s studies at Old Dominion University. He has worked for the Atlanta Braves and the Boston Red Sox and has owned and operated an engineering services company in affiliation with Ford Motor Company and the former Norfolk Assembly Plant.
As residents of Virginia Beach, Joe and his family attend Trinity Church at the Princess Anne campus where he and his wife are actively involved. He has been married to Jennifer since August 2001. They have 3 children: all girls... Erin, Anna and Megan Joy. Jennifer is from Charlotte, NC and he was born in Norfolk, VA. He grew up in the Kempsville area and he is a graduate of Salem High School in Virginia Beach.
Legacy Group was founded in 1989 with the goal of assisting our clients in every aspect of their financial lives. We work closely with our clients to help them navigate efficiently toward their goals. Our team consists of experienced professionals with a "hands-on" approach to advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your plan become a reality. It is our deepest desire to develop and sustain a long-term relationship with you, our client.
Joe enjoys golf, surfing and mentoring men in his free time.