Joe Wainer

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With 20+ years of experience in the investment space, Joe Wainer decided to pivot to wealth management because building personal relationships with clients and helping them walk through life from a financial perspective was his favorite part of his previous career. He makes it a priority to be available for his clients, and he wants each of his clients to be able to say they feel truly seen and heard by Joe in every interaction.

Joe holds a degree in theology from The King’s University and an MBA from George Fox University. Most importantly, he carries his passion as a Christ-follower, husband and father as his primary measure of success in life. Joe joined Dannah because he felt that Dannah’s values as a company aligned with his own: serving others with integrity and honesty, with the client’s best interests in mind.

In 2013, Joe became the president of the Foursquare Foundation, an organization dedicated to accelerating worldwide and interdenominational evangelism. During his tenure, he helped develop a pathway for $170M in grants and gifts, and the foundation’s corpus grew from $183M to just over $226M.

A great admirer of the works of C.S. Lewis and J.R.R. Tolkien, Joe has been invited as a guest lecturer for The King’s University at the University of Oxford on several occasions. Based in Valdosta, Georgia, Joe also works with clients in the Jacksonville, Florida area and in California as part of Dannah's Dallas-based team.

Joe and his wife, Liz, have two boys, Grahame and Heyward. In his free time, Joe keeps bees, plays golf and loves spending time with his family outdoors (preferably in pursuit of wild game).