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Joe  Gerlach

Joe Gerlach

Wealth Management Assistant

Joe graduated in May of 2021 from the Farmer School of Business at Miami University with a Bachelor of Science in Finance. In college, Joe participated in club sports as well as academic clubs. After graduating, Joe began his career as a Mutual Fund Specialist at USBancorp. He continued his career at DB Tax & Wealth for the growth and learning opportunities available within the finance industry. Joe is a registered representative who, while working at DB Tax & Wealth has passed the SIE - Securities Industries Essentials, Series 7 - the General Securities Representative Examination, and Series 66 - the Uniform Combined State Law Examination.

Outside of work, Joe enjoys playing sports; especially golf, hockey, and lacrosse. Joe currently coaches lacrosse at the high school and youth levels. Additionally, Joe enjoys watching sports, exercising, traveling, and spending time outside.