Joe began his career at Hefren-Tillotson in May 2012. He gained valuable experience early on by working as a member of Hefren-Tillotson’s highly respected Financial Planning Department, where he provided in-depth financial research and analysis for thousands of clients before ever sitting down with one of his own. In 2017, Joe transitioned to the Financial Advisor role, focusing on offering the highest level of financial services and expertise to clients. He later joined Baird as a result of the merger between Hefren-Tillotson and Baird in 2022 and founded the Yezovich-McGrath Group in 2024.
Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and a Chartered Financial Analyst (CFA®) Charterholder. He proudly practices the ethical standards set forth by the CFA Institute and CFP® Board, always placing the interests of his clients before his own. Joe graduated magna cum laude from Saint Vincent College, earning a Bachelor of Science Degree in Finance with a minor in Economics.
Much of Joe’s time is spent helping individuals and families transition through major life changes such as retirement, selling a business, losing a loved one and the birth of a child. He provides expert guidance in the areas of investments, retirement, tax, insurance, and estate planning, and is committed to providing the highest level of service to every client.
In his spare time, Joe enjoys staying physically active at the CrossFit gym, listening to live music, eating out at many local restaurants, and riding the back-country roads on his Harley. He also really enjoys spending time with friends and family – Joe is one of twelve children, and his wife is one of ten. Joe currently resides in Latrobe with his wife Maria, sons Rocco, Vincent and Franco, and daughter Lucia.