Since 2008, Jose has been working with and educating individuals, families, and small businesses, to help increase their confidence in their financial decisions. From his experience as a high school teacher and football coach, Jose has developed a special talent for translating complex financial issues into simple, understandable concepts, and creating an action plan to help meet your individual objectives.
Jose’s business philosophy is to always give first. His focus is serving his clients by creating comprehensive financial strategies that help them pursue their goals.
Jose earned his B.S from Wingate University in 2001. In addition to his Series 7 & 66 licenses, he holds insurance licenses for Life, Health and Long Term Care.
A balanced life is the essence of happiness. As such, Jose is proud to serve many local non-profits, and uses free time to volunteer and be involved in community service organizations such as Camino Community Center, Metrolina Association for the Blind, Matthews Athletic & Recreation Association (where he helps coach his daughters’ softball teams) and Yguides.
Family is the core of Jose’s life. He, and his wife Kelli, along with his daughter’s Nevaeh & Josi live in Mathews, North Carolina. They enjoy things like hiking, camping, traveling and cheering on their beloved New York Giants.
Jose is a Financial Advisor offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. Waddell & Reed is not affiliated with any other entities referenced herein. (10/16)