Joseph Umscheid, CFP®, ChFC®

Senior Partner and Financial Planner
Joe joined Equitable in 2015, becoming an advisor in 2017, and works with individuals and families to develop financial strategies that support their long-term goals. In addition to serving clients, Joe has been actively involved with Equitable's National Advisor Forum (NAF). His approach combines financial planning, investment guidance, and a focus on helping clients make informed decisions through different stages of life.

Outside of work, Joe enjoys golfing, fishing, and spending time at the lake with his wife, Taylor, and their two daughters, Sadie and Sophie.

Professional Designations

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Financial Consultant® (ChFC®)
• Credentialed Holistic Financial Coach

Licenses

• Series 7
• Series 66

Education
B.S. in Finance and Marketing, University of Kansas
Columbia University, Teachers College
The American College of Financial Services

Schedule a Meeting
Schedule a Meeting with Joe

Administrative Contact
Sarah Burris (Price)
sarah@reflectionfinancialstrategies.com
913-696-2487

Arkansas Insurance License Number 18045217

California Insurance License Number 0M87363