Capital Strategies, Beyond Wealth
Joe Croshaw currently works as a Financial Planner at Asset Strategies Group - Capital Strategies, a Mass Mutual firm, where the focus is on assisting families and business owners in achieving financial freedom since April 2017. Prior to this role, Joe served as an Agency Operator at Avis Budget Group Rental Car and Truck, successfully managing operations and marketing of a high-revenue rental agency from June 2013 to April 2017. Joe also has experience in education as a Middle School Special Education, Math, and PE Teacher/Varsity Basketball Coach at NYOS Charter School, where a notable percentage of special education students passed standardized tests under Joe's guidance. Additional roles include Equipment and Program Manager at Austin Parks and Recreation, where Joe developed a distribution system for recreational equipment, and various positions at Olive Garden, including Certified Trainer and Marketing Coordinator, where Joe initiated marketing strategies that contributed to community engagement. Joe holds a Bachelor’s Degree in Kinesiology - Sports Business from The University of Texas, earned in 2008.
Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing