During his time serving clients as a financial planner, Joseph discovered how insights gathered from data and analytics can help create a highly personalized experience for every client. Now, he works full-time on automating the firm's processes, implementing new ways for clients to interact with employees, and developing new tools for clients and staff. He hopes to empower others to do the same by using software that's on-track to change the world. Joseph lives in Cincinnati, Ohio with his fiancée, dog, cat, and horse. In his free time he enjoys reading, playing golf, watching Formula 1, and trying out new restaurants.