Founder & CEO Capstone College Partners
Co-founder & Director of College Planning Capstone Wealth Partners
Joe is a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as the OSCPA, FPA, and XY Planning Network.
With Capstone College Partners, he’s on a mission to educate other financial advisors to raise the bar on college funding advice…and help end the student loan crisis, one family at a time.
He started his own firm because of his struggles at large national firms to find and provide good financial advice — especially in the area of college planning.
It always seemed to be about the next product sale to a client.
After months of soul searching, he & his partner decided to strike out on their own in 2009 by forming an independent fee-only practice.
They chose the name “Capstone” to reflect the new firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). And, included “Partners” in the name to signify their intent with client relationships — that is, a real partnership built on trust and not just a one-time sales transaction.
Ever since day one, they’ve continued to adapt the service model to the changing needs of their primary client — the college-bound family.
Director of Advisor Success
Capstone College Partners
Dave is the go-to point of contact for our existing members and loves helping them incorporate our tools, education, resources, and vision so they can build great practices. You can schedule an appointment with him here.
Director of Marketing