SS+D Financial

CONNECT

Address:

Dayton Office: 1900 Kettering Tower
Dayton, OH 45423
West Chester Office: 9100 West Chester Towne Centre Drive Suite 210
West Chester, OH 45069

Phone:

(937) 220-4915

Fax/Other:

(937) 222-6554

Joe Gates

Joe Gates

Joe Gates joined SSD Financial in 2018 as an Associate Financial Advisor. Joe graduated from Wright State University with a Bachelors in Accountancy and Finance, leading to the successful completion of his CMA (Certified Managerial Accountant). Prior to SSD Financial, Joe spent seven years in the insurance industry, most recently at Principal Financial Group (PFG). Prior to PFG, Joe worked as an auditor for American Financial Group, specializing in identifying process inefficiencies and lack of internal controls. 

His previous experience combined with his soon-to-be-completed CFP coursework will make Joe a strong addition to the SSD team in the coming years.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck