Joseph S. Codrick is a 1979 graduate of the Pennsylvania State University and began his career in the financial services industry over 38 years ago. He founded his first firm in 1986, which quickly grew into a major player in western Pennsylvania. By 2000, he owned or partnered in five separate corporations/partnerships, totaling 68 employees and/or financial professionals. With the goal of developing an all-inclusive financial planning firm to service an existing large and diverse client base, he sold the brokerage and multi-advisory firm in 2001. This strategic decision provided the focus and flexibility, along with the firm’s investment in technolo