Joseph R Soucy

Joseph R Soucy
Managing Partner
Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.
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Community impact

Current insights

26,447 events. One mission. At every event last year, members built community and connections. That includes here in our community. Members, have you attended a chapter event in 2025? There's still time! Ask me about our next one.

See Why Specialists Need Specialists, Too
https://youtu.be/KLHc-86-06E?si=YE1ong5Kvab3sCs_ You are a professional. You are a specialist in your field. People come to you because you have an "area of expertise". Shouldn't you do the same? Watch this great video from The American College of Financial Services on why you should work with financial professionals who take their practice seriously. Those who increase their knowledge through earning specialized designations.

Don't let financial topics scare you! Schedule time with me to be your guide through the haunted house of financial topics. I'll help you prepare for any spooky financial surprises that may arise. Contact me today!

American College of Financial Services CEO highlights new campaign
NEVER STOP LEARNING! Watch this short interview. This is why financial services professionals should be always pursuing new designations. Yes, they give you credibility in the marketplace, but the coursework necessary provides you with the knowledge and skills necessary to help people. That's why I attained my RICP(R) designation in 2020, and I am pursuing the ChFC(R) (which I should complete by the end of the year). Additionally, I plan on sitting for my CFP(R) boards in March. I'm growing. Are you? https://youtu.be/1gfMPV1rmOM?si=BHFwCJXMuLuMpQAy
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We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
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