Joe DePascale

Joe is a native of Youngstown, Ohio and currently is managing partner founding the firm in 1993.  Joe has served in a variety of public accounting and trust investment roles over the past twenty years including serving as a Senior Vice President and Regional Manager for Employee Benefits at a large regional bank and as chief investment officer of a $1.4 billion trust company.    

Following graduation from Youngstown State University, Mr. DePascale has nearly twenty years in public accounting and bank experience.  He offers expertise in pension plan administration and design, portfolio management, tax preparation and planning, and estate and insurance planning.   Joe has had several articles published across various media outlets and has appeared on National and Local Television discussing a variety of financial topics.

Mr. DePascale post graduate education includes becoming a Financial Planner (CFP®), an Accredited Investment Fiduciary Analyst (AIFA®) and a Certified Mutual Fund Specialist (CMFS) which require an average of 55 continuing education requirements per year.  He is a member of the Ohio Society of Certified Public Accountants, Mahoning Valley Society of Certified Public Accountants and has also been selected to the “Guide to America’s Best Financial Planners” by the Consumers’ Research Council of America, an independent research company based in Washington, DC.