Joseph Ormont, CFP®, is an experienced professional and CERTIFIED FINANCIAL PLANNER™ practitioner. He currently leads Five Star Partners, LLC Tax and Accounting Group, focusing on working with individuals and businesses to maximize their financial future utilizing a goals-based approach.
Joseph (Joe) began his career with KPMG and Nike leading internal audit initiatives. Most recently, he was Managing Director of Retirement Program Management at Guidestone Financial Resources. He is an active member of the DFW Financial Planning Association (FPA).
Joe holds a BBA from Texas A&M University, an MBA from Belmont University, and completed his CFP® coursework at Southern Methodist University. Joe and his wife, Kathy, have three children, Ethan, Leo, and Quinn.