Joe joined 9258 Wealth Management in October of 2023, after retiring from a local bank in Hamilton for which he served 44 years as a senior vice-president.
Originally hired by Bill Groth in 1979 to work with him at a Hamilton bank, the duo is now reunited working together with the team at 9258 Wealth Management in Hamilton. He joins Groth, along with the other former bank team members Claire Warner, Cathy Waters and Peggy Kollstedt on the team that also includes Pete Bohrofen and Cindy Fields. Joe brings decades of financial industry knowledge and experience to his clients, constructing portfolios and tailoring investment solutions to their unique needs and objectives.
Born and raised in Hamilton, Joe is a graduate of Hamilton Taft High School and of Belmont College in Nashville where he earned his Bachelor of Business Administration. Joe is a member of the Rotary Club of Hamilton, a member of the Community Improvement Corporation of Hamilton and a board member of Kettering Health Hamilton and of the Fort Hamilton Hospital Foundation board.
Joe and his wife Susan have been married more than 40 years and have two grown children, Sarah and Tyler and three grandchildren, Kensington, Braxton and Emerson. Joe enjoys spending time with his wife and family vacationing on Hilton Head Island, golfing with friends and watching the Reds and the Bengals.