Joe recently joined the firm in September 2025 after ten years of Wealth Management and broad investment experience. He will provide analysis and portfolio management assistance for our equity and fixed income portfolios, along with asset allocation for client portfolios. He is looking forward to broadening his investment experience working with the experienced investment team at Arcataur.

​

After a successful legal career, Joe transitioned to wealth management and over the next decade built, managed, and sold two separate wealth management practices. In addition to managing investments for his clients while at High Point Capital, Joe was a member of a 3-person investment committee within the firm helping to construct and maintain four separate portfolios which were made available to the other independent advisors operating under the High Point brand. Direct communication and investment management for his clients over the last ten years have produced excellent results. Joe’s broader and legal experience will add incremental value to our firm and clients. His previous experience included retirement planning and capital management services to a primarily retail clientele. He also focused on assisting business owners navigate succession planning, helping his clients maximize business valuations, sell their businesses, and providing capital management services after the sale.  

​

• Arcataur Capital Management, September 2025

• High Point Capital Group 2020 to 2025

• Retirement Advocates, LLC 2016 to 2020,

• Miller & Miller Law 2012 to 2016

• Wilson Elser Law, Chicago Branch 2011 to 2012

• Juris Doctor, Marquette University Law School 2011

• BA Political Philosophy, University of Dallas