Over 25
Fiduciary
Fee-Only
Joseph Johnson
President/Financial Advisor
Joseph Johnson is a Financial Advisor and President of The J.O. Johnson Group Inc. With more than 25 years of experience in financial services, Joe graduated with a degree in Philosophy in 1996, passed his first FINRA licensing exam in 1997, and has worked in financial services ever since. Joe has worked as a financial advisor and branch manager for TD Ameritrade, Scottrade, Valic and PNC Bank. He has had varied roles in the industry giving him unique insights and experience. Joe possesses the unique combination of having the sincerity of wanting to deeply understand his client’s and their goals personally, while having the experience and skill to help make their goals a reality.
In his free time, Joe enjoys the outdoors, running, hiking and backpacking. Most of all Joe enjoys spending time with his two sons and is an assistant scoutmaster for his sons’ Boy Scout troop.
Dexter Huang
Financial Advisor
Meet Dexter, a seasoned portfolio manager with over 8 years of experience in the investment industry. After earning a degree in Finance from Towson University he began his career at Merrill Lynch, gaining invaluable experience in managing portfolios of high-net-worth clients. Later, he joined Charles Schwab, where he honed his skills in financial planning and investment management over a period of 4+ years.
With a deep understanding of financial markets, Dexter is a trusted advisor to clients seeking to grow their wealth. Drawing on his extensive experience and knowledge, he is adept at designing customized investment strategies that align with a clients’ unique financial goals and risk tolerance.
As a portfolio manager, Dexter is committed to building long-term relationships with clients, serving as a reliable partner who is always available to provide guidance and advice. Whether you are a seasoned investor or just starting to build your portfolio, he has the expertise and insight to help you achieve your financial objectives.
When Dexter isn’t working on developing innovative investment strategies, he enjoys traveling, reading, and spending time with family and friends.
