Joe T. Clark

PRESIDENT & CEO

Joe T. Clark is President & C.E.O. of Fortegic. A registered representative of The O. N. Equity Sales Company and licensed Insurance Agent, Joe entered the financial services industry in 1999. He obtained his Bachelor’s Degree from Miami University in Oxford, Ohio in 1999 and hasn’t left the financial services industry since.

Joe started Fortegic, previously, the Integrated Financial Network agency, in 2009 with a vision to serve people in a professional and experienced environment. The agency’s roots date back to 1927, but the ownership and management shifted to Joe in 2009. Aside from achieving MDRT status for personal production as an agent, Joe also manages approximately 15 career agents and over 70 producer agents.

Joe’s industry experience started in serving the educational community with Horace Mann, and continued on with management and production experience with Guardian, National Life of Vermont, and John Hancock Financial Services. Now, as General Agent with Ohio National Financial Services, Joe specializes in recruiting & developing experienced and inexperienced agents & registered representatives, as well as maintaining a focus on personal production and serving clients.

Joe is very involved in local schools and continues to find creative ways to serve the educational community. The passion for serving public school districts was a natural foundation for creating The Teacher’s Advocate, a financial planning resource for the educational community.

PROFESSIONAL SERVICES

Wealth Accumulation
Life Insurance Planning
Tax Favored Strategies*
Estate Organization
Retirement Planning
Business Insurance Planning

EDUCATION

Miami University
Lakota High School
Life and Health Insurance Licensed

HOBBIES

In his free time, Joe enjoys competitive golf, volleyball, traveling, attending sporting events & staying involved with numerous local charities.

FAMILY

Joe resides in South Lebanon with his wife Rebecca and their 3 children: Kailynn, Sara & Thomas.

*Tax and/or legal advice is not offered by Joe Clark. (Consult your tax professional for additional guidance regarding tax-related matters).