Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Joey is a Senior Associate based in the Louisville office. As a member of the Marketing team, he works to identify and implement long-term strategic marketing initiatives for the firm through a variety of channels, including project management, content creation, client communications, and webinar production. In addition, he supports the Retirement Plan Advisory (RPA) division of the firm with Vendor Management, particularly in regards to RFP creation.
Prior to joining Cerity Partners, Joey served as the Marketing Manager for Payscout, a global payments and financial technology company. Previously, he was Director of Marketing & Communications at Integrated Medical Solutions, a multi-faceted healthcare company, and prior to that he served as Director of Digital Marketing at Payment Alliance International, at the time the largest privately-held ATM company in North America.
Joey enjoys spending time with family and friends, traveling, golf, horse racing, and supporting his favorite teams: the University of Louisville Cardinals, Chicago Cubs, and Pittsburgh Steelers.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.