Joe is a nationally recognized retirement industry thought leader, speaker and author. Joe founded Gordon Asset Management, LLC in 2003, after selling predecessor investment advisory and pension consulting and record keeping TPA that he started in the early 1980's.
Joe holds the Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute (www.InvestmentsandWealth.org), the Certified Financial Planner (CFP®) certification administered by the Certified Financial Planner Board of Standards, Inc.(www.cfp.net), and the Accredited Investment Fiduciary Analyst (AIFA®) designation, originally through the Centre for Fiduciary Excellence (www.CEFEX.org) in conjunction with fi360 (www.fi360.com) (only about 500 professionals hold this designation nationally).
He received a Certified Behavioral Finance Analyst designation administered by the Allianz Global Investors Center for Behavioral Finance. Regarding insurance and employee benefits, Joe holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Bryn Mawr, PA. He also holds a Masters Degree in Financial Services from the American College.
Joe is an expert in pension consulting and employee benefits, holding the Certified Plan Fiduciary Adviser designation (CPFA) and is a member of the National Association of Plan Advisors (www.NAPA.net), having served on the founding Leadership Council of National Association of Plan Advisors and is a member of the Government Affairs Committee.
Joe lives at the Governors Club in Chapel Hill with his lovely wife, Michele, loves fine wine, travel and golf. He is most proud of both daughters’ academic excellence and they have moved on to the college journey.
Disclosure: Investment Advisory Services offered through Gordon Asset Management, LLC, a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Gordon Asset Management, LLC and Valmark Securities, Inc are separate entities.