Meet the team
Joe Maas
Chief Investment Officer
CFA, CFP®, CLU®, ChFC, MSFS, CCIMTM, CVA, ABAR, CM&AA
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 standards.
Roccy M
DeFrancesco, Jr., JD, CAPP™, CMP™
Founder of The Wealth Preservation Institute, the OnPointe software suite, and is Co-Founder of the Asset Protection Society.
Roccy M. DeFrancesco, Jr., JD, CMP, CAPP, is a renowned expert in asset protection and wealth preservation, known for his leadership in the financial and legal industries. 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.
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.
Jason S. Mackey
Jason S. Mackey is a United States Air Force veteran who earned a top-secret security clearance while working on the B-2 Spirit stealth bomber. In 1998, after completing his service he returned to Charleston, SC, to join his family’s insurance agency. They have been an independent insurance agency since 1989, which allows them to build the best solutions for their clients. Upon his father’s retirement in 2014, Jason became president of the company. Jason has always had a passion for having a vast knowledge of the Medicare program and guiding people through it.
“I really enjoy helping people through the Medicare maze and simplifying the process,” Jason says. “I get a lot of satisfaction seeing the relief a person has after designing their plan. The best part is that we can do this at no cost to the client.”
Michael Feriola
Wealth & Life Insurance Specialist
Michael Feriol is a Certified Asset Protection Planner’- and an Investment Advisor Representative. As a fiduciary, the financial advice he provides to clients is driven by common denominators of strategies observed over his career.
During that time, he has worked with many top industry professionals around the country as well as many Fortune 500 families developing asset protection strategies, wealth accumulation strategies and wealth transfer strategies.
Jeff Bettermann
Investment Advisor Representative Fiduciary
During a 25 year career, Jeff has served as a practice management consultant and mentor to other financial professionals across the country on various types of asset management and income planning strategies.
Board Member for the US Chapter of the International Association of Registered Financial Consultants.
2023 guest speaker for DALBAR Finance Lab Podcast
2017 guest speaker for the National LIMRA Retirement Industry Conference Orlando, FL.
2010 delegate at the Kehrer-LIMRA Retirement Income Planning Roundtable Discussion Dallas, TX.
Featured in Forbes Magazine, Yahoo Finance, Bloomberg, Apple News, Market Watch, and The Register for the IARFC.
