Joe started his career in 1992 with Charles Schwab & Company after graduating from The Ohio State University with a Bachelor’s of Science in Business Administration / Economics. He joined the Summit Financial team in 2002.
Joe is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist®, an Accredited Investment Fiduciary®, and an active member of the National Association of Personal Financial Advisors (NAPFA).
Joe works with an internal team of planners and has extensive experience providing clients and their families with wealth management and investment advisory services.
Joe and his family live in Lewis Center. He is a member of the Catholic Foundation Professional Advisors Group. He also volunteers his time with other local charitable organizations. Joe and his family are members of St. Paul’s Catholic Church in Westerville.
To hear more about Joe, view his video: Joe’s Video