Joseph Gates

CFP®

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 CFP accreditation make Joe a strong addition to the SS+D Financial.

 

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