Joe Yeager is a seasoned financial professional with a strong dedication to integrity, attention to detail, and exceptional client service. He brings over 40 years of rich experience in financial planning, education, and investment services.

As a Series 7, 66, and Life & Health Licensed professional, Joe Yeager has the expertise to provide comprehensive financial counseling to executives, employees, and entrepreneurs, helping them achieve their financial goals.

Joe Yeager holds a J.D. from Villanova University Charles Widger School of Law and a B.S. in Finance and International Business with a focus on German from Penn State University.

His professional journey includes serving as the Vice President at The Ayco Company, L.P., along with previous roles such as Certified Legal Intern at Villanova Civil Justice Clinic, Summer Intern at U.S. Bankruptcy Court for the Eastern District of PA under Judge Eric L. Frank, Summer Intern at The Superior Court of Pennsylvania under Judge John T.J. Kelly, Jr., and Senior Mortgage Underwriter at Wilmington Finance.