Joe O’Shields is the Financial Planning Associate for ASE Financial Advisory Group. He has been entrusted to act in a dual capacity as a Financial Planning Associate & Project Manager (Operations Lead). He is responsible for assisting in the client onboarding process, client maintenance, and 401(k) analysis and development. Working in this hybrid role he also supports the team in day-to-day operations, project management, technological development, and process integration.
He graduated from Kutztown University of Pennsylvania in 2019, with dual degrees in Corporate Finance and Personal Financial Planning. Through a variety of internships, he has gained professional experience in banking, accounting, and software development. While in school he played D1 rugby for 4 years competing in 4 national championship tournaments and was the president of the organization. Upon graduation Joe spent the following 9 months traveling both internationally and domestically.
Outside of the office, Joe enjoys reading, cooking, working out, and spending time with his dog, Bella. You can often find him starting on new projects and building a variety of interesting items around the house. He currently volunteers on the board of the Kutztown Men’s Rugby Alumni Board.