About Joe Reilly

I'm a CERTIFIED FINANCIAL PLANNER® Professional with more than 29 years in the business. An educator by training, I often counseled people about money in prior jobs, so it was a natural progression to want to provide financial guidance in a more formal way. It is rare when a company that seems too good to be true, really ends up being true. As a Thrivent member, I quickly realized it was not only a company that worked for me and my family, but a company I could be proud to work for as well.
When I'm not in the office, I love working on construction projects and traveling. The Thrivent Builds partnership with Habitat for Humanity has enabled me to support my favorite charity through volunteering locally, serving on the Habitat for Humanity Mid-Ohio Board, and leading Global Village teams to work with Habitat for Humanity affiliates in El Salvador and elsewhere around the world. I must admit, though, my favorite role these days is "Papa" to my five grandchildren.

Living Generously in Central Ohio

  • Founding Member, Thrivent Builds Mid-Ohio local committee
  • Board Member, Habitat for Humanity Mid-Ohio
  • Volunteer, Habitat for Humanity Mid-Ohio
  • Volunteer, Thrivent Action Teams
  • Member, "Reilly's Riders", Pelotonia Bike Ride supporting cancer research
  • Member, Gethsemane Lutheran Church
  • Thrivent Builds Worldwide Global Village Team Leader

Education & Accomplishments

  • Life & Health Insurance Licenses
  • FINRA Series 07 General Securities Representative
  • FINRA Series 63 Uniform Securities Agent State Law Exam
  • FINRA Series 65 Uniform Investment Advisor
  • B.S. in Education from the Ohio State University, 1982

Meet My Team

Cornerstone Financial Advisors

Cornerstone Financial Advisors

Title

Team Practice

Website
https://connect.thrivent.com/cornerstone-financial-advisors
    Bonnie Reilly

    Bonnie Reilly

    I’ve been working with Joe in one capacity or another for the better part of his near 30-year career. I particularly enjoy being involved with Habitat for Humanity, both with the Mid-Ohio affiliate and helping Joe lead volunteer teams around the world. In my spare time I love indulging my passion for travel and spending time with our three daughters and their families, including our 5 grandchildren.

    Title

    Office Professional

    Phone
    614-396-4120
      Call me
      Troy Oehler

      Troy Oehler

      Troy is our newest addition to our team. He graduated from The Ohio State University with his Bachelors Degree in Finance in 2022. He has been a full time Financial Associate since 2022 and looks forward to working with you to help you meet your financial goals. In his spare time he enjoys golfing and travel.

      Title

      Financial Associate

      Phone
      (614) 396-4130
        Call me
        Meredith Kaminicki

        Meredith Kaminicki

        I am an insurance licensed Office Professional for Joe Reilly with Cornerstone Financial Advisors and I have worked for Joe since August 2007. My passion is Customer Service and connecting with our members to give them the best experience possible. My goal is to treat every situation as if it were my own and give it the same attention to detail to ensure our member’s needs are met. When I am not at work, I enjoy spending time with my husband and two children as well as travel.

        Title

        Insurance Office Professional

        Phone
        614-396-4131
          Call me