
Joseph (Joe) Jeffersemail
Financial Integrated Solutions, LLC
Round Rock, TX 78665
Professional Story
Joe grew up in a small town in Central Florida where he learned the value of hard work from his father and grandfather who started a very successful towing and auto mechanic shop.
He earned his Bachelor's Degree in Engineering and Computer Science from the University of Central Florida before joining the Army as an Officer stationed at Fort Hood in 2011. He transitioned into the Army Reserve in 2016 when he moved to Round Rock and began his career in Financial Planning. Joe is still actively serving as a Reservist in the Signal Corps, working with the Army's communication systems. While on Active Duty he also obtained an MBA from Colorado State University for personnel and business management. He qualified for the Certified Financial Planner® designation in 2024.
Joe married his lovely wife Laura in 2015. She is a native of Round Rock, which is why they are permanently located there today. They have two sons, the first born in 2019 and the second born in 2021. Joe is an avid sports fan. He enjoys watching and attending all kinds of sporting events. His biggest passion is soccer, where he is an accomplished referee.
Education
University of Central Florida (2003-2007), Colorado State University (2012-2014)
Hobbies
Soccer Official, Mountain Biking, Swimming
Community Involvement
Kiwanis Club of Round Rock, Round Rock Chamber of Commerce, Capital Referees
Languages: English
Credentials: CFP®, MBA
Specialties:Insurance Strategies, Investment Strategies, Military, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Planning
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