Meet the Team

Joseph serves a wide spectrum of successful individuals and corporations throughout the United States. He uses his strong listening skills to learn about their life experiences, identify their objectives, and discover the impetus for moving forward.

He conducts himself with empathy, integrity, and loyalty, so his clients can be confident in knowing he will not only do what he says he will but do what’s right.

While already well-established in his career, Joseph joined Raymond James in October 2018 because of the firm’s industry-leading support, comprehensive client service, and robust financial planning and investment resources. Previously, he was a financial advisor at Edward Jones Investments, and a financial services representative at New England Financial. He earned his B.S. Journalism and his MBA from Ohio University.

As an Accredited Asset Management Specialist (AAMS®), Joseph has specialized training in investments, insurance, tax, retirement, and estate planning issues. He is also an Accredited Investment Fiduciary (AIF®), with in-depth knowledge of company retirement plan design, implementation, and operation, including fiduciary issues.

Joseph has held numerous prominent positions with organizations throughout the community. Over the years, he has served as a trustee and on the grant committee of the Union County Foundation:, board chair of the Marysville Union County Port Authority: the steering committee for Memorial Health Foundation; and board president of the Union County Chamber of Commerce.

A 25-year cancer survivor, Joseph is a long-time participant in Pelotonia, a fundraising 100-mile bike ride benefiting cancer research at The James Cancer Hospital and Solove Research Institute at The Ohio State University. Joseph is also a practitioner of Brazilian Jiu Jitsu.

Joseph is originally from Toledo. He and his wife Janet reside in Marysville with Jasper, their chocolate lab. They attend Urbana Grace Church.

Raymond James is not affiliated with any of the organizations mentioned.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Milholland & Mitchell Financial Group and Milholland & Mitchell Financial Group are not registered broker/dealers and are independent of Raymond James Financial Services.

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