Joe Piszczor CFP – Director of Financial Planning

Joe began his practice in 2006 after graduating from Mercyhurst College with a B.S. in Business Management. He is a CERTIFIED FINANCIAL PLANNER™ and has worked with his clients in:

• Strategic Wealth Management
• Retirement and Cash Flow Planning
• Estate Planning
• Business Planning and Succession Management
• Employee Benefits
• Tax Management
• Investment Management
• Charitable Giving and Endowment Planning

In addition to serving his clients, Joe is passionate about serving his community. He has held positions on many local organizations including.
• Washington Rotary Club – Past President (2007-Present)
• Rotary District 7330 – Public Image Chair (2017-Present)
• David Bradford House and Whiskey Rebellion Festival – Past Treasurer – (2013-
• Literacy Council of Southwest PA -Treasurer (2011-2013)
• Lemoyne Community Center – Treasurer
• Leadership Washington County (2017-Present)
• Washington and Jefferson Rugby and Wrestling Coach 2015-Present

Joe is an avid outdoorsman. He has been married to his wife Katelyn for three years. They enjoy gardening, cooking and spending time with their dog Buddy.