Craig had already established himself in a successful career as a chief financial officer when he was recruited into the financial services business in 1996. After several years in field management, he began looking into building his...

Rebecca graduated from the University of Toledo with her BSBA in Finance in December 2006. She joined Equity Planning Group in January 2008, focusing on the retirement plan side of the business. She now manages all 80+ retirement plans...

Paul graduated from Miami University with his Masters in Accountancy in May of 2016. After spending multiple years practicing audit assurance at PwC, he joined his father, Craig, and the rest of the team here at Equity Planning Group...

Tammy began her career in the financial service industry in 1998, when she started working for Craig Joseph at Wilcox Financial. She continued her career with Craig when he formed Equity Planning Group in August of 1999. Tammy is a...

Before joining Equity Planning Group in August of 1999, Amy spent 11 years working in the banking industry, primarily in the private banking sector. Amy is a Financial Paraplanner to all registered representatives in the office. She...