
Meet Joseph Kosta
Paraplanner

“Pray, hope, and don’t worry.”
EDUCATION / CERTIFICATIONS:
- Bachelors of Arts in Economics- Benedictine College – May 2023
Joseph has recently made coastal Alabama his home. Shortly after college he packed up and moved away from his home in Missouri to be with his soon-to-be wife. Joseph graduated in May of 2023 from Benedictine College after majoring in Economics and minoring in Business Administration.
In his free time, he enjoys spending time with his fiancé, watching and playing golf, and taking trips to the beach whenever he has the chance.
Maximize Your Financial Potential
TRUE PLANNING CYCLE
Learn more about our holistic approach to helping you achieve financial success in areas such as retirement, investments, taxes, estate planning, and more.
Wealth Management Services
Explore our common sense investment management process, which aims to reduce investment risk while maximizing the potential in your investment portfolio.