After earning a BBA in Personal Financial Planning from Texas Tech University, Joey joined Merit Financial in Frisco, TX, where he was a Relationship Manager for nearly 5 years. He then joined Utter Pike Private Wealth Management and has earned his College for Financial Planning’s Chartered Retirement Planning Counselor®.Joey works with clients in all aspects of planning, with a particular knowledge in eMoney planning software, life insurance and annuities. He has extensive community involvement, serving in board leadership positions with the Grayson County Children’s Advocacy Center, the Sherman Chamber of Commerce, Downtown Sherman Now and Goodwill Industries. Joey and his wife Samantha reside in Sherman with their two children, Parker and Slade.
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