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Client Advisory

Biography

Joe is a Senior Associate in the Cincinnati South office. As a member of the Client Advisory team, he assists lead advisors in providing financial planning services to meet the unique needs of clients.

Prior to joining Cerity Partners, Joe earned financial service experience through internships with Fidelity and Ameriprise Financial during his time at Miami University.

Learn more about my practice.

Education

  • Bachelor’s degree in economics from Miami University - Farmer School of Business

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