Access our Customer Relationship Summary HERE

Joe Mathews, CKA®

Financial Planner and Planner Lead

Social Media

Bio

Joe Mathews began his career in the financial field in 2000 working with local business owners. He specialized in providing income replacement plans, retirement planning solutions, estate planning as well as creating exit strategies using cross-purchase planning.

With his wide expertise, Joe joined Christy Capital Management in 2011.  For the past decade, he’s helped individuals implement problem-solving strategies to meet their financial goals.  He loves guiding clients comfortably and successfully to retirement.

Joe is a Certified Kingdom Advisor and also serves as a deacon at his church, where he is very involved in outreach ministries and enjoys teaching an adult Sunday School class.

He and his wife have two sons. One recently completed twenty years of service in the United States Marine Corps and was promoted to Master Gunnery Sergeant.  The other son holds a master’s degree in Divinity and serves currently as a missionary.  Joe and his wife have five grandchildren and when he’s not working, he enjoys the outdoors and spending time with his family.

Take the Retirement Readiness Master Class

Get 3 video trainings in 3 Days to help you
know what you need before you decide to retire.

Get practical, helpful retirement tips.

Delivered right to your inbox.
No junk. Only helpful resources. Unsubscribe at any time.

Name(Required)
This field is for validation purposes and should be left unchanged.