Current Role
Joe oversees both relationship management, as well as financial planning and investment management. He prides himself on being available to his clients for all of life’s biggest decisions. Prior to founding EK&A, Joe served as a marketing and sales manager for American Hospital supply and later held the same role at Baxter Healthcare. Joe holds a BA in Economics and Psychology from Denison University, as well as the Certified Financial Behavior Specialist and Certified in Financial Forensics designations
Certifications
- CFBS
- CFF®
