Jose graduated from the United States Naval Academy in 2001 with a Bachelor of Science degree in Mathematics. In 2014, Jose recognized the great need for financial education with the soldiers he was serving. In 2015, Jose entered the financial services industry as a registered representative and in 2020, he earned the Certified Financial Planner™ designation. Jose has been faithfully caring for the needs of his clients whom he calls friends.
Jose has been married to Rebekah since 2006 and they have six children: Timothy, Abigail, Rachel, Elizabeth, Joseph, and Naomi.