Joseph serves in the role of Associate Financial Planner with the Elwood & Goetz team, bringing with him a strong foundation in both corporate and personal finance. He holds a master’s degree in financial planning from the University of Georgia's College of Family and Consumer Sciences and graduated summa cum laude from the prestigious Terry College of Business with a bachelor’s degree in finance. Joseph’s academic excellence and deep understanding of the complexities of financial planning position him as a vital asset to his clients.
At UGA, Joseph was deeply engaged in the financial planning community, actively participating in finance clubs and serving as a graduate assistant. In that role, he supported hundreds of Veterinary and Pharmacy students, sharpening his expertise in client relationship management and guiding clients toward financial clarity and security.
His commitment to excellence extends beyond the office, as Joseph remains an active and passionate volunteer in the Athens community, dedicating his time to Athens Church, Downtown Academy, and City of Refuge. A lifelong learner and adventurer, Joseph finds balance in his love for golf, running, and hiking. His enthusiasm for travel has taken him to 18 countries and 9 national parks, enriching both his personal and professional perspectives.
Joseph’s dedication to providing tailored, fiduciary financial guidance to individuals, families, and athletes aligns with Elwood & Goetz’s commitment to transparency, integrity, and holistic financial planning.
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