While meeting with Joe you will immediately become aware of his innate desire to assist individuals in meeting their financial goals and objectives. He developed his business expertise from decades of experience in various entrepreneurial endeavors, but his primary passion is to build long lasting client relationships built on trust and integrity.
Joe graduated from Southern Methodist University with a BBA in finance. He was employed in 1982 as a floor plan coordinator for ITT Diversified Credit. In 1987, he founded Joe Kreck Custom Homes, Inc. where he was sole owner and operator. He began his financial planning career in 1991. Joe is a Certified Financial Planner® that specializes in fee based money management.
In May of 1980, Joe married his high school sweetheart Tammy. They now live in Poetry, Texas and have two sons, two grandsons and one granddaughter. Joe enjoys fishing, hunting, golf, flying, competitive 3-D archery and spending time at Lake Texoma with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.