Joey started in the Mortgage industry in 2003 and grew to become a branch manager with one of the Nation’s
top mortgage lenders leading 25 loans officers. By 2010 Joey had achieved national recognition for his personal production as well as accolades for the performance of his branch. Despite earning an impressive income he had significant questions about how to save for the future without having to borrow from banks. How does anyone save aggressively for retirement
AND simultaneously pay for automobiles, save for college, weddings, and vacations? Fortunately in 2010 Russ Morgan, a mentor, friend & Joey’s financial coach, shared an idea called the Infinite Banking Concept (IBC) with him and everything changed. IBC allowed Joey and his family to get completely out of debt besides paying off their mortgage, they started saving four times the amount they had previously been saving, and they now had a clear future of how to save for all of life’s expenses without giving up retirement savings.
After 4 years of enjoying these benefits and continuing to learn more and more about the creative ways IBC was helping so many other families, Joey decided to leave his mortgage career in order to help others learn what he learned in 2014.
Now Joey focuses on helping real estate professionals implement these ideas for themselves. As our Chief Financial Coach he is excited to help you design the plan that works for you.