Advisory Board Chairman
16 years of financial services experience
B.S. from Penn State in 2000
Certified Financial Planner (CFP®) in 2014
Chartered Financial Consultant (ChFC®) in 2011
Member of FPA (Financial Planning Association)
Columbus Business First “Forty Under 40” Class of 2013
Joe is leading authority on late-state college funding and frequently speaks to organizations and parent groups, such as the OSCPA, FPA, XY Planning Network, BMI Credit Union, Westerville City Schools, At The Core, and CollegeWise, among many others.
He was on the PSU football team for one season under Coach Paterno, but didn’t see any game time. Joe actually went to college to become a chef. He loved the craft, but hated the grueling hours. His financial career was a total accident, spurred on by a friend’s suggestion while in Atlanta. When he’s not in the office, Joe is most likely at “a show” with his fellow jam band junkies. He is proud Victorian Village resident along with his dog, Bobby Weir. He recently joined a bowling league.