Joseph Wealth Management, LLC

Dana Gordon is a financial advisor at Joseph Wealth Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with over 15 years of experience in the financial services industry. Prior to joining Joseph Wealth Management, Gordon held roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Joseph Wealth Management oversees approximately $17.6 million across about 106 client relationships, offering discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm employs a range of investment methods, including fundamental and technical analysis, and may utilize frequent options trading for suitable accounts over $500,000.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riposte Capital and Wedbush Securities. Plourde serves as a board member for two nonprofit organizations: Joseph Business School and Kenneth Copeland Ministries. Joseph Wealth Management manages approximately $17.6 million across about 106 client relationships, offering discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm uses model-based portfolio allocation and employs various investment strategies tailored to clients’ objectives and risk tolerance.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at Joseph Wealth Management since 2021. Outside of financial advising, she operates BOMA LLC, a law contract review firm where she works as an attorney. Joseph Wealth Management manages approximately $17.6 million for around 106 clients, providing discretionary portfolio management and financial planning primarily to individual and high-net-worth investors. The firm uses model-based portfolio allocation and employs various investment strategies, including fundamental and technical analysis, with tailored advice based on client objectives and risk tolerance.