Joseph joined Callan Capital as an Associate, Operations and Client Service. With his vision of seeing everything from the client’s perspective, he is passionate about exceptional client service and strives to make sure that they are beyond satisfied.
Prior to joining Callan Capital, Joseph worked as a Senior Client Service Associate for another Wealth Management firm that also served high net worth clients. Joseph holds a Bachelor of Business Administration degree, with a concentration in Finance from Texas A&M University – Corpus Christi.
Joseph resides in East Austin and during his free time he enjoys exercising, listening to music, being with friends, family, and being with his dog, Stella.
