Joe Havasy

Joe Havasy has been a Forge Companies employee since the beginning of 2015. His first role was on the Case Design team where he assisted in the intricacies of implementing plans for settlement clients. He next was promoted to the Implementation team, where he furthered his experience and worked with clients and planners directly to make sure that their settlement plans were successful. Joe’s next role with the company was a Settlement Planner at Forge Consulting, working with families directly to create their settlement plans.

In the Summer of 2019 Joe transitioned to a role at Advocacy Trust as a trust administrator. In this role, Joe works closely with the trust officers and the trust operations team to make sure that Advocacy Trust’s clients have the best service possible, from day one.

Joe takes pride in using his skills acquired from all areas of the company to ensure that nothing slips through the cracks and every client gets the support they need.

Joe obtained a Bachelor of Fine Arts Degree from the University of Georgia. While at Forge Consulting, Joe obtained the Registered Settlement Planner designation (RSP), became a licensed agent of Life and Health Insurance for the state of Georgia, and obtained the Series 65 securities license. When not at work he enjoys creating paintings and illustrations.