Specializing in retirement planning strategies and portfolio management for individuals, families and small businesses, Joel wants his clients to be informed and engaged with their financial decisions and to have confidence that a committed and proactive professional they can trust is utilizing quality resources to oversee their financial futures.

“I have a profound respect for the unique corporate culture at Raymond James,” Joel said of joining the firm in 2017. “Their customer-first approach establishes the foundation to provide my clients with the outstanding service and care that they deserve, and allows me to utilize my strengths and expertise to help navigate their financial well-being.”

A designated Accredited Asset Management Specialist℠, Joel has always had an interest in studying finance and earned his bachelor’s degree in economics from the University of Central Arkansas.

He is a member of The Little Rock Club, Arkansas Arts Center, Little Rock Zoo, Friends of the Central Arkansas Library, Downtown Rotary and Toastmasters. Joel also is a contributor to and supporter of the Arkansas Symphony Orchestra, Heifer International, Habitat for Humanity and the Arkansas Repertory Theatre – as well as all local Raymond James Cares initiatives, including the annual event for The CALL, which aims to educate, equip and encourage the Christian community to provide a future and a hope for children in foster care in the state of Arkansas.

A fan of live jazz, orchestra and the opera, Joel also enjoys playing golf, soccer and chess, reading nonfiction, visiting museums and art galleries and sampling local craft brews. He and his wife, Heather, live in Pleasant Valley, Arkansas, and are proud owners of a rescue dog named Bruman, whom they adopted from the Little Rock Animal Shelter.