Joseph Bezjak oversees our investment operations, supporting advisors and clients with account opening, funding, and ongoing account servicing. He works closely with our team and clients to help ensure accounts are established and maintained efficiently while providing a high level of service and communication throughout the planning process.
Joseph graduated from Fairmont State University with a Bachelor of Science in Biology. He has several years of experience in financial services and previously worked as an Account Manager with Voya Financial supporting brokerage and retirement accounts. He holds multiple industry licenses including Series 6, 7, 63, and 66, as well as Life and Health insurance licenses.
Outside of work, Joseph enjoys playing musical instruments, training and competing in CrossFit, and spending time outdoors.