“What makes Truepoint so special is the collaborative approach to financial planning. There is no single financial genius at Truepoint. Brilliant minds from various areas of expertise come together to produce a unique and comprehensive plan for our clients.”
Joseph joined Truepoint as a client service associate where he supports wealth advisors to enhance the client experience and assists in the management of account-related communications to clients. “I appreciate the opportunity to make a difference in people’s financial future and help them reach financial freedom.”
Joseph earned his bachelor’s degree in public financial management from Indiana University. He is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER™ professional designation.
A native of Texas, Joseph is a car aficionado and enjoys being active outside and trying new food. As a new resident of downtown Cincinnati, he likes to explore the area.