Joseph 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. 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 SS+D Financial team in the coming years.


Phone (937) 222-2516
Fax (937) 222-6554