Joseph D. Salmen, CFP®
As a Client Relationship Specialist, Joe works closely with clients on a regular basis, assisting with various questions they may have regarding their financial accounts. He also works with multiple custodians to process client requests, such as deposits, distributions, new account processes, or account maintenance.
Joe received a Bachelor’s Degree in Accounting from Westminster College (PA), which he completed while fulfilling an internship with JFS. He also received the CERTIFIED FINANCIAL PLANNER™ certification in 2020.
Joe currently resides with his wife in Hermitage, PA. Outside of work, he coaches several youth sports and also enjoys spending time on the ball field—a lifelong passion for the former All-American baseball player.