Joe Mattia

Joe Mattia has a diverse work experience spanning over several industries. Joe currently serves as the Vice President of Retirement Plan Services at USI Consulting Group since 2023. Prior to this, Joe worked at Choreo as the Senior Director of Retirement Plan Advisory Services and also held the role of Advisor. Joe started their career at Wirtz Insurance Agency, Inc. as an Account Executive and later transitioned to Edward Jones as an Investment Representative. In 2005, Joe established their own firm, Mattia Wealth Management, LLC, where they served as the LPL Branch Manager and Wealth Advisor. From 2016 to 2022, they held the position of Director - Employer Retirement Plan Advisory Services at RSM Wealth Management LLC, where they provided independent and objective guidance for group retirement plans.

Joe Mattia attended Illinois State University from 1988 to 1993. No specific degree or field of study was provided. Joe also has an additional certification as an Accredited Investment Fiduciary, although no information regarding the institution, month, or year of obtaining the certification was given.