Professional Bio:

• 20+ years of financial services experience
• B.S. from Penn State in 2000
• Certified Financial Planner (CFP®) in 2014
• Chartered Financial Consultant (ChFC®) in 2011
• Chartered Life Underwriter (CLU®) in 2008
• Certified College Financial Consultant (CCFC) in 2020
• Co Founder & Strategic Advisor for College Aid Pro Software
• Member of FPA (Financial Planning Association)
• Member of NAPFA (National Association of Personal Financial Advisors)
• Advisory Board Member at the American Institute of Certified College Financial Consultants (AICCFC)
• Columbus Business First “Forty Under 40” Class of 2013

Joe is a leading authority on late-stage college funding. He created the innovative College Pre Approval™ process that demystifies financial aid and helps students find schools that will give them the most free money so they can graduate debt free and live richer lives!  He is frequently asked  to speak at high school financial aid nights and parent groups across the country.

He is also a highly regarded thought leader and speaker in the financial planning community, frequently speaking at industry conferences about his College Pre-Approval™ process. He regularly provides continuing education for Certified Financial Planners™ through the Financial Planning Association, XY Planning Network (XYPN), and the National Association of Personal Financial Advisors (NAPFA). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.

Some fun facts about Joe:

• Joe actually went to college to become a chef. He loved the craft, but hated the grueling hours.
• He still loves fine dining and a great bottle of wine.
• His financial services career was a total accident, spurred on by a friend’s suggestion while living in Atlanta.
• When he is not in the office, he is most likely traveling, playing guitar, or enjoying live music with family and friends.
• Joe keeps a home base in Ohio and Florida, but also enjoys spending time in Colorado.