Joseph serves a wide spectrum of individuals and their families, including business owners, nurses, teachers, farmers, corporate executives and retirees. He uses his strong listening skills to learn about their life experiences, identify their objectives, and discover their impetus for moving forward.
He conducts himself with empathy, integrity and loyalty, so his clients can be confident in knowing he will not only do what he says he will, but do what’s right.
While already well-established in his career, Joseph joined Raymond James in October 2018 because of the firm’s industry-leading support, superior client service, and robust financial planning and investment resources. Previously, he was a financial advisor at Edward Jones Investments, and a financial services representative at New England Financial. He earned a bachelor’s degree in journalism and an MBA from Ohio University.
As an Accredited Asset Management SpecialistSM, Joseph has specialized training in investments, insurance, tax, retirement, and estate planning issues. He is also an Accredited Investment Fiduciary, with in-depth knowledge of company retirement plan design, implementation and operation, including fiduciary issues.
Joseph has held numerous prominent positions with organizations throughout the community. He currently serves on the steering committee for Memorial Health Foundation 2020. Over the years, he has served as a trustee and grant committee chair of the Union County Foundation, chair of the Marysville Union County Port Authority, and board president of the Union County Chamber of Commerce. He is also a member of Grace Brethren Church of Marysville.
A cancer survivor, Joseph is a long-time participant in Pelotonia, a fundraising 100-mile bike ride benefiting cancer research at The James Cancer Hospital and Solove Research Institute at The Ohio State University. He also participates in CrossFit.Joseph is originally from Toledo, Ohio, and now lives in Marysville with his wife, Janet, and their German Shepherd, Roxie, and Chocolate Lab, Kelby.
"Mom worked as a nurse and Dad sold tools. If they could produce five kids, all with college degrees and three with master's degrees, what could they have done for themselves if they had been educated financially?"