January Value of the Month Winner – Joe Thompson


January Value of the Month Winner – Joe Thompson

February 8, 2021

At Strategic Wealth Partners, we believe that excellence starts with our commitment to our clients. Each month we will be focusing on one of our values and recognizing a team member who embodies that value.

Our value of the month in January was initiative. We know we need to be proactive and anticipate questions from clients and coworkers before they are asked and then develop a solution. We are proud to recognize Joe Thompson, Associate Wealth Advisor, as the initiative value of the month winner.  In his role, Joe collaborates with our advisors to develop a client’s long-term financial plan.

Joe takes the initiative every day, whether he is trying to solve a problem for a client or being one step ahead of the needs of the advisors.  He has the “just do it” motto, doesn’t complain, and is happy to help wherever needed.  We are proud to have him on the SWP team.

When not in the office, Joe can be found next to a BBQ smoker or outdoors exploring local hiking trails.


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