How Can I Help You?

Joey’s mission is clear: to simplify financial planning, bring financial confidence, and help families feel confident they won’t outlive their resources. His comprehensive approach is tailored for those who value personalized guidance and want clarity on complex strategies like Roth conversions, Social Security timing, and Medicare IRMAA. At the core of his work is proactive planning, not just reactive decision making or offering commentary when markets get volatile.

What Makes Me Knowledgeable?

Before joining Pence Financial Group in 2024, Joey built a strong foundation in financial consulting through roles at Morgan Stanley and JP Morgan. He earned a bachelor’s degree in finance from Walsh College and holds Series 7 and 66 licenses through LPL Financial. This experience provides him with the knowledge and tools to deliver strategic, personalized advice tailored to the needs of those he work with. Committed to ongoing education, Joey not only continues to expand his own expertise but also empowers others by offering complimentary financial education classes on a wide range of important topics.

Getting to Know Me

Outside the office, Joey enjoys traveling, cooking, and playing tennis. On the weekends, you’ll often find him on the golf course or cheering on Arsenal. He’s also passionate about giving back and actively volunteers with Catholic Charities, supporting local initiatives that make a meaningful impact in the community.