Joe McCaskey

Relationship Manager

Joe is a dedicated point of contact for our clients. He works closely with our advisors so that every interaction is responsive, organized, and personal.

His work focuses on the day-to-day side of the client relationship. He answers questions, coordinates account needs, and helps clients feel informed and supported along the way.

Joe earned his degree in Finance and Data Analytics from Liberty University. His mix of financial knowledge and analytical thinking fits well with the firm’s independent, research-driven approach. It helps him connect the details of a client’s situation to the bigger picture.

James team member since 2026
B.S. Finance and Data Analytics, Liberty University

Away from the office:

Joe and his wife, Jordan, have been married since 2022 and have a son. In his free time, he enjoys being with the family, reading, and both playing and watching soccer.

Meet Our Team

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