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1735 Tarrytown Avenue
Crofton, MD 21114
(410) 451-4029 

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Life Values Financial

Aligning Your Future With Your Values

 
Joe Morson

Joe is the Founder and President of Life Values Financial in Crofton, MD and a Registered Representative with United Planners Financial Services.  Since starting his firm in 2000, Joe has built his practice on faith-based principles, serving his clients' financial needs from a Christian/Catholic perspective.  Joe is a Certified Financial Planner (CFP®) and holds the FINRA Series 7, 63,and 65 licenses (securities through United Planners and advisory services through Stewardship Advisory Group), as well as Life and Health Insurance licenses.  As an Enrolled Agent (EA), Joe is also licensed to represent taxpayers before the IRS.

Joe graduated from the Franciscan University of Steubenville, OH with a Business degree in Finance, and throughout his studies maintained a desire to work in the financial services industry.  After beginning his career with a Maryland-based investment firm, Joe started his own practice so that he could have the freedom to work with his clients from a faith-based perspective.

When he is not wearing his financial planning hat, Joe enjoys spending time with his wife of 4 years, Sarah, and his 7 month old daughter.  He is an accomplished pianist, having recorded two CDs of original piano solos, and is an accompanist at two different churches on the weekends.  Joe also enjoys playing several sports, including basketball and baseball.