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Joy Schlie, CFP®, MBA

Joy Schlie, CFP®, MBA

Investment Advisor Representative

Joy is a graduate of the University of Cincinnati where she majored in Organizational Communication. She later returned to school graduating with an MBA from Xavier University while working for Fidelity Investments. She is a CERTIFIED FINANCIAL PLANNER™.

I value collaborative and informative discussions with my clients. I always want them to understand what they are doing and why they are doing it. I want them to be empowered to make the very best decisions for themselves and their families.

"We all have our areas of expertise. We all have our gifts that we share with others! The very best aspect of my job is meeting incredible people from all walks of life with incredible life stories and getting the opportunity to design a personalized financial plan for them. “This gives me a great deal of satisfaction and drives me every day." Seeing those plans come to fruition over the years and has been very rewarding for Joy and for the people she serves.

Joy serves on the FHT Investment Committee and is an Investment Advisor Representative.

Degrees/Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), BA in Communication from the University of Cincinnati, and MBA from Xavier University.

Licenses and Security Registrations: Series 6, 7, 63, 66, Life and Health Insurance, and Ohio Notary.