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Joe Lind is the CEO and a Co-founder of Dinergy Wealth Management, a Cincinnati based financial services firm that focuses on providing a personal touch and service to financial planning, investment management and finding insurance solutions.
Joe founded the firm in 2015 after an impressive career in the credit union space both as a technology provider and as a President/CEO of a credit union. The Dinergy Wealth team separates itself with their shared passion for taking care of people and providing a personal touch, especially those typically underserved. They also have a vision to continue to grow the firm, especially by partnering with other advisors.
His keys to success include:
Joe founded the firm in 2015 after an impressive career in the credit union space both as a technology provider and as a President/CEO of a credit union. The Dinergy Wealth team separates itself with their shared passion for taking care of people and providing a personal touch, especially those typically underserved. They also have a vision to continue to grow the firm, especially by partnering with other advisors.
His keys to success include:
- Be nimble and change as the world changes
- It's not going to be easy, believe in what you do and don't give up
- Love networking, it's important to listen and not just talk
You can get in touch with Joe here on LinkedIn:
You can connect and follow Joe and Dinergy Wealth Management at:
Call Joe directly at 513 878-0195 (proof he believes in personal service!)
jlind@dinergywealth.com
Website: dinergywealth.com
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