Joseph Kelly

Wealth Management Investment Strategist

Joseph is a holder of the Chartered Financial Analyst® designation and has a passion for financial research, portfolio management, investment consulting, and wealth planning. He has been working in the industry since 2019.

He is a graduate of Ohio University, where he studied International Business with a focus on Finance and Trade, graduating with honors.

Outside of his professional pursuits, Joseph leads an active lifestyle. He enjoys exercising, exploring new destinations through travel, and indulging his adventurous side with activities such as kayaking and rafting at Ohiopyle. Joseph is also an avid language learner and dedicates time to researching investment markets. However, his greatest joy comes from spending quality time with his fiancé and their two loyal Labrador retrievers.

Team Members

Alisha Macefe
Senior Client Service Associate
Amanda Bigley
Client Services Associate
Anthony Barone
Financial Advisor
Arleen Hobaugh
Office Manager
Austin Krise
Retirement Plan Consultant
Benjamin Rathfon
Financial Advisor
Carla Ward
Administrative Assistant
Chris Securcher
Senior Retirement Plan Consultant
Craig Yochum
Financial Advisor
Diane Ritter
Senior Retirement Plan Consultant
Gabriel Antoni
Financial Advisor
Jack Ryan
Financial Advisor
Jesse Putkoski
Client Services Associate
John Kirkpatrick
Senior Institutional Investment Strategist
Joseph Cravotta
Manager of Institutional Services
Joseph Kelly
Wealth Management Investment Strategist
Kevin Bove
Manager of Wealth Management
Max Cizauskas
Senior Associate
Megan Warzinski
Managing Director, Henderson Brothers Financial Partners
Oakes Salancy
Insurance Consultant
Patrick McCallister
Manager of Institutional Sales
Renee Anderegg
Senior Associate
Roblyn Kelly
Senior Retirement Plan Consultant
Sierra Christian
Financial Advisor
Tiffany Benigni
Financial Advisor