Joseph Hack, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2024, as a result of the acquisition of Madison Wealth Management, where he was a Principal and Senior Wealth Advisor
• Over 30 years of experience in providing financial advice to private clients
• Joe’s passion for the financial planning process lies in the education and empowering of clients, enabling them to make sound financial life decisions
• Prior to joining Madison, Joe was a Branch Manager and Vice President of TD Waterhouse (now Charles Schwab)
• Member of the Southwest Ohio Chapter of the Financial Planning Association

Life Outside of MAI 

• Married with two children, Joe resides in Fort Thomas, KY
• Interests include staying physically active, cooking and entertaining, and traveling around the United States with his family

Education

• Miami University’s Farmer School of Business, B.S., with a major in Finance
• Four Year Evans Scholarship Recipient

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.