Joe Havasy has been a part of The Forge Companies since the beginning of 2015. His first role was on the Case Design team at Forge Consulting, where he assisted in the intricacies of implementing plans for settlement clients. He was next promoted to the Implementation team, where he furthered his experience and worked directly with clients and planners to ensure their settlement plans were successful. Joe then transitioned to a Settlement Planner, working with families directly to create their settlement plans. 

In the Summer of 2019, Joe transitioned to his current role at Advocacy Trust as a Trust Administrator. In this role, Joe works closely with the trust officers and the trust operations team to make sure that Advocacy Trust’s clients have the best service possible, from day one. Joe takes pride in using his skills acquired from all areas of the company to ensure that nothing slips through the cracks and every client gets the support they need.  

Joe obtained a Bachelor of Fine Arts from the University of Georgia. While at Forge Consulting, Joe obtained the Registered Settlement Planner designation (RSP), became a licensed agent of Life and Health Insurance for the State of Georgia, and obtained the Series 65 securities license. When not at work, he enjoys creating paintings and illustrations.