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Joseph P. (Joe) Applewhite, CPA, Financial Advisor

Joe received his Bachelor’s degree in Accounting from the University of Notre Dame and his Master’s in Professional Accounting from the University of Texas in Austin. He is a Certified Public Accountant registered with the State of Texas and an Investment Advisor Representative.

Prior to joining CWA, Joe spent three years at WhiteHorse Capital Partners, LP, a Dallas-based asset management company focusing on the high-yield investment arena, particularly senior leveraged loans. While at WhiteHorse, Joe managed the performance and compliance of these alternative assets in the excess of $1 billion. Prior to WhiteHorse, Joe spent three years at the international accounting firm of Deloitte & Touche, LLP where he specialized in personal and corporate tax consulting.

Joseph P. (Joe) Applewhite, CPA, Financial Advisor

"Creating a concrete financial plan is one of the most important responsibilities that you will have in your life. It not only places you on a well-defined path toward financial freedom but it also removes much of the day-to-day monetary stresses. CWA will help with the question "Am I saving enough for my retirement?"