Experience

Silverhawk Private Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer | Certified Private Wealth Advisor

  • Jan 2022 - Present

  Scottsdale, Arizona, United States

• Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners

  • Jun 2010 - Present

  Scottsdale, AZ Silverhawk specializes in wealth advisory for people that have a higher sense of purpose but the go to work because they want to and not that they always will have to. The team can help business owners to find opportunities to reduce income tax liabilities and have greater access to capital for growth of the enterprise, Employee Stock Ownership Plans (ESOP), the use of Captive Insurance Companies, and Dynasty trust planning for preserving family wealth for generations. With Joe's… Show more Silverhawk specializes in wealth advisory for people that have a higher sense of purpose but the go to work because they want to and not that they always will have to. The team can help business owners to find opportunities to reduce income tax liabilities and have greater access to capital for growth of the enterprise, Employee Stock Ownership Plans (ESOP), the use of Captive Insurance Companies, and Dynasty trust planning for preserving family wealth for generations. With Joe's experience in financial services, he helps high income business owners and high net worth individuals on ways to effectively improve net worth, protect assets, and prepare clients for a successful financial future. Through the use of investment vehicles, insurance vehicles, and comprehensive planning techniques, Joe can help to put a person in a better financial situation than they typically are in. Silverhawk is staffed with additional resources including: tax attorney, CPA, and asset management specialists. Joe is an investment advisory rep of Silverhawk Asset Management.



Lion Street

• United States
• Financial Services
• 1 - 100 Employee

• Owner

  • Apr 2021 - Present

  Austin, Texas, United States An Elite Network of Life Insurance and Wealth Management Firms Focused on High-Net-Worth and Corporate Clients



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative | Connecting Families & Professionals with their goals

  • 2005 - Aug 2010

  Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions. By using Life Insurance, Disability Insurance, and Long Term Care Insurance to cover risk management, my clients have the… Show more Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions. By using Life Insurance, Disability Insurance, and Long Term Care Insurance to cover risk management, my clients have the peace of mind that there is a base to build on. We help people hit their goals with the use of retirement strategies, mutual funds, and other investment ideas. Show less



Desert Highlands Country Club

• Pastry Chef | Using Creativity to Make Food Look and Taste Delicious

  • Nov 2005 - 2006

  Scottsdale, AZ After accepting the career with Desert Highlands, I realized that I needed to make some changes in my life and have moved into a career that I am helping people in a different manner.



T. Cooks

• United States
• Real Estate

• Pastry | Combining Passion with Attention to Detail

  • Mar 2003 - Nov 2005

  Phoenix, Arizona Area Baking is a Science. With the right ingredients and the right passion, you can turn a few simple things into amazing treats.