As the Chief Experience Officer, Joe D’Amico is committed to elevating the client experience by developing tools and resources that help advisors efficiently and effectively guide their clients throughout life’s most important financial events.

With 25 years of industry experience at notable institutions like Personal Capital, Fidelity, and Empower, Joe’s background includes equity trading, financial planning, business development, and advisor coaching. As a CERTIFIED FINANCIAL PLANNER® professional, he has a technical understanding of what advisors and clients need to succeed.

Joe holds a Bachelor of Business Administration from Texas Tech University and a Master of Business Administration from the University of Dallas. He enjoys spending time with his wife and two kids, traveling, and collecting sports cards. Born in Syracuse, New York, he has lived in the DFW area for the last 30 years.