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Joey Larson is a Paraplanner working closely with Sonya\u2019s clients. He gathers information in advance of financial planning reviews, evaluates client goals and scenarios, and delivers Sonya\u2019s notes and recommendations. Joey is eager to apply his expertise and serve clients with care.<\/p>\n
A proud graduate of the University of Cincinnati, Joey earned a Bachelor of Science in Business Administration with a specialization in Finance. He holds Series 7 and 66 licenses, as well as multiple insurance designations in the state of Ohio.<\/p>\n
Residing in Madisonville, Joey enjoys spending quality time with friends and family, staying active through pickleball and working out, and passionately cheering for the Bearcats. As a dedicated member of Mercy Hill Church, he values community and connection both professionally and personally.<\/p>\n
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4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com<\/p>\n
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Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/p>\n