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Joe started his career as an investment specialist with Charles Schwab & Co. in 1992, and became a Fee-Only wealth manager in 1996. He is a CERTIFIED FINANCIAL PLANNER practitioner and a NAPFA-Registered Financial Advisor. Joe holds a BS in Business Administration /Economics from The Ohio State University. Joe is an active member of the Financial Planning Association. He joined Summit in 2002. Joe has made presentations to the Ohio Society of CPAs Personal Financial Planning Forum. | 