Joel F. Oles, CPA, PFS - President
 
Professional Designations:
  • Certified Public Accountant (CPA)
  • Investment Advisor Representative (IAR), Ohio Division of Securities
  • Personal Financial Specialist
Professional Memberships:
  • National Association of Personal Financial Advisors (NAPFA)
  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Personal Financial Planning Division
  • Financial Planning Association (FPA)
  • Ohio Society of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
Education:
  • Ohio University
Civic and Community Affiliations:
  • Former member of the Board of Education of Southwestern City School District
  • Past president of the Sertoma Speech & Hearing Center of Grove City, Ohio
  • Served as Finance Board President of Our Lady of Perpetual Help Church
  • Past treasurer of the SWCS Educational Foundation
  • Board treasurer of the Cornerstone Academy