Joe Brownback, CFP®, CFA, CPFA

Joe Brownback, CFP®, CFA, CPFA

Vice President, Financial Planning & Investments

Joe was born and raised in Fort Worth where he attended Texas Christian University after high school. He graduated Cum Laude with a degree in International Economics and minors in Political Science, Religion, and Spanish.

After college, Joe worked as a general manager for a local fitness center and a personal trainer. He was able to combine his passion for helping people better their lives with his interest in the financial markets through a career in financial services. Prior to joining the team, Joe worked for one of the largest financial services companies in the world providing financial planning and investment advice for executives of Fortune 500 companies.

He is committed to continued learning as exemplified by his Certified Financial Planner and Chartered Financial Analyst designations and enjoys simplifying complex topics so that clients can confidently make investment decisions.

Personally, Joe enjoys being active with his wife, Alyssa, and daughter, Esther. They enjoy many outdoor activities and have a family goal of visiting at least one national park a year.