Jackie Dierickx is a financial advisor at Total Financial Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in education and corporate roles from 2015 to 2023. Total Financial Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement-plan advisory services, and insurance consulting, with a focus on customized, tax-conscious portfolios and integrated tax, accounting, and insurance advice.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.