Joseph (Joey) Fenwick, CPA
WEALTH MANAGER
The suspense is terrible; I hope it will last.
Joseph (Joey) Fenwick is a Wealth Manager with a background as an accountant. He joined the Flourish team in 2020 as a reflection of his long-term goal to enter the financial planning profession because it fully aligns with the opportunity to help clients in a holistic manner.
His accounting career included work with individuals and businesses on tax planning, implementation, and cash flow management at both Hoffman & Swintek, LLC and Curtis D. Sharp, Ltd. The Wealth Manager role at Flourish allows Joey to exercise his natural curiosity about addressing the complete financial picture for clients, grow with a firm that has a client-focused environment, and align his personal philosophies and values.
Joey enjoys being involved with every aspect of our clients’ financial lives, helping them work toward their personal goals, and discovering new ones along the way. He is currently a member of the American Institute of Certified Public Accounts (AICPA), and the MN State Society of CPAs.
Joey grew up in Anoka, MN, where he currently lives with his wife, Liz, and their three young children Emerson, Kennedy, and Palmer.
WHAT DOES IT MEAN TO FLOURISH?
To me, Flourishing means that you’re doing what you enjoy, with people you enjoy being around, and you end the day feeling fulfilled with what you’ve been a part of.
FAVORITE BOOK
Outliers: The Story of Success
by Malcolm Gladwell
This book is a favorite of mine because it encourages dialogue and engages in conversations about race and diversity. I also enjoy Malcolm Gladwell’s recognition of the role that luck plays in our lives – one variable of life that I think is often discounted too much.
FAVORITE ACTIVITIES
I enjoy walks and bike rides with my family, golfing with my family and friends, visiting local breweries, attending MN sporting events – and who can’t go for a good Netflix binge!
Education & Certifications
- BA in Accounting and Finance from St. Cloud State University
- Certified Public Accountant (CPA) license
