Joe Mattia in

Joe Mattia

Examiner · DISC type cs
Vice President, Retirement Plan Services at USI Consulting Group
📍 Greater Chicago Area, United States

Joe Mattia is the Vice President of Retirement Plan Services at USI Consulting Group, an advisor with experience in the retirement and wealth management industry since 1998. He is an Accredited Investment Fiduciary focused on providing objective guidance to employers on their retirement plans, covering compliance, plan design, and employee education.

He has dedicated his entire career of over two decades to the retirement plan and wealth management industry.

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Experience
29 Years
Current Role
Vice President, Retirement Plan Services
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

How Joe shows up

Overcautious
Process Oriented
Late Adopter

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Joe cares about

Retirement Plan Consulting
His career and recent activity are centered on advising companies on how to reduce costs, optimize plans, and increase employee engagement in their retirement programs.
Fiduciary Compliance
As an Accredited Investment Fiduciary, he consistently emphasizes mitigating risk for plan sponsors and ensuring they meet their fiduciary duties.
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Career

Work history

5-2023
Vice President, Retirement Plan Services
USI Consulting Group
1-2022 - 4-2023
Sr. Director, Retirement Plan Advisory Services
Choreo
12-2016 - 1-2022
Director - Employer Retirement Plan Advisory Services
RSM Wealth Management LLC
1-2005 - 12-2016
LPL Branch Manager, Wealth Advisor
Mattia Wealth Management, LLC
4-2001 - 1-2005
Investment Representative
Edward Jones
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1988 - 1993
Education details unavailable
Illinois State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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