Meet The Team

Meet The Team

Joe Mass
Chief Investment Officer
CFA, CFP®, CLU®, ChFC, MSFS, CCIMTM, CVA, ABAR, CM&AA
joe@synergy-am.com
advisorsharewm.com

Joe Mass

Joe Maas is our Chief Investment Officer. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends and application of quantitative methods and technical analysis. Joe is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management and financial planning services for individual investors, business owners, and trust.

Joe holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional’s achievement. In addition to the CFA, Joe is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). His professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.

From Joe

To ensure my clients have a clear understanding of the steps that will be taken in the event of my unexpected death, ensuring their financial planning needs are uninterrupted.

Who is the designated successor for my financial accounts?

Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC,
CLU®, MSFS, CCIM, CWPP, is the designated Chief Investment Officer who will take over your account. They are fully briefed on your financial goals and the current state of your plan.

What will happen to my financial planning account if you pass away?

My succession plan ensures that your account will be seamlessly transitioned to a trusted and experienced financial planner within my network, who will uphold the same level of service and

More info

Roccy M. DeFrancesco, Jr., JD, CAPPâ„¢, CMPâ„¢
Founder of The Wealth Preservation Institute, the OnPointe software suite, and is Co-Founder of the Asset Protection Society.
roccy@advisorshare.com
advisorsharewm.com

Joe Mass

Roccy M. DeFrancesco, Jr., JD, CMP, CAPP, is a widely recognized professional in asset protection and wealth preservation.

He is the founder of The Wealth Preservation Institute and co-founder of the Asset Protection Society, Advisor Share, LLC, and AdvisorShare Wealth Management. Roccy is also the creator of the OnPointe software suite, designed to empower financial advisors with advanced planning tools. A prolific author, he has written numerous books, including *The Doctor’s Wealth Preservation Guide*, *Retiring Without Risk*, and *Bad Advisors: How to Identify Them; How to Avoid Them*, among others. His works and lectures have guided thousands of professionals and consumers in achieving financial security and avoiding common pitfalls.

A highly sought-after speaker and educator, Roccy has presented at prestigious organizations such as the National Financial Planning Association, the American Academy of Medical Management, and various state bar associations. His insights have been featured in professional journals and publications like *Michigan Bar Journal*, *Financial Planning Magazine*, and *Physician Money Digest*. Roccy holds a B.S. from Embry-Riddle Aeronautical University, where he earned his commercial pilot’s license, and a J.D. from Valparaiso University School of Law. Licensed to practice law in Michigan (inactive in Indiana), he is widely regarded as a zealous consumer advocate and a trusted mentor to advisors.

More info

Daniel McDonald 
Fixed Income Principal
Daniel@advisorshare.com
advisorsharewm.com

Daniel McDonald

Before Daniel McDonald started devoting his work fulltime to AdvisorShare in 2020, he served as Regional Director to a traditional face-to-face wholesaling firm helping them grow to be the #1 independently owned distributor of fixed and fixed index annuities in financial institutions. During his eight years as a perennial sales leader at the firm he became a valued partner to advisors at America’s largest banks and broker dealers training their representatives how to properly use annuities that had only recently been added to their platform. Now Daniel uses that experience to help independent financial advisors identify and use high quality insurance products for their client’s retirement needs.

Daniel is a second-generation, financial services wholesaler who has taken on the challenge of continuing to distribute insurance products properly and effectively to financial services professionals who deem them the best fit for their clients as his father has since 1978. He is insurance licensed in all 50 states and well experienced in considering all industry and state rules and regulations prior to making an insurance recommendation. Daniel’s high standard of care, good standing across the insurance industry, and success with growing AdvisorShare makes him an ideal fit to partner with the team bringing a unique twist on distribution to the Medicare industry with AdvisorShare Medicare Partners.

More info
Scroll to Top