Henry “Joe” Rossi – Analyst

Joe is passionate about making connections with small businesses.  Whether analyzing the impacts of business decisions on cash flow, looking for areas of potential growth or identifying tax minimizing opportunities, Joe brings his zealous for helping clients to every project.

Joe joined the Kirsch team in 2017 after working for 4 years with Western and Southern Financial Group.  There he was responsible for analyzing, assessing, and recommending solutions to families & businesses with financial needs. Through his experience strategically positioning assets, he has developed a passion for enabling small businesses to make the best decisions for their business.

As an analyst, he specializes in preparing business, trust and estate tax returns, identifying tax planning opportunities, and executing bookkeeping and other accounting services. Joe is finishing classes in his pursuit to sit for the CPA exam.

Education and Certifications
BBS, Accounting, Miami University, Oxford OH
The American College of Financial Services, Bryn Mawr, PA
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
National Social Security Advisor (NSSA)- Life, Health, Series 6

Volunteer Experience
Miami Regional’s Department of Commerce, Commerce Advisory Council Member
The American College, Financial Services Certified Professional Moderator

Personal Profile
Joe is married to his high school sweetheart, Katelyn and lives with his lab Josie. Growing up in in Hamilton, Ohio, Joe has a heart for being a part of the revitalization of downtown Hamilton. In his spare time, he enjoys spending time with family, sports and working out (all with Josie in tow).