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:
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
