Joel started his career in the financial services industry in 2012 as a Financial Representative for Woodmen of the World Life Insurance Society. While he was there, he earned many awards and recognitions for being a top producer.
Since joining Raymond James in 2016, Joel has expanded his expertise with a holistic approach to financial planning by helping clients prioritize goals, implement specific strategies, and choose suitable products or services.
Joel currently holds Series 6, 7, 63 and 65 securities licenses. He also holds Life, Health, and Medicare/Long Term Care insurance licenses. He earned his Bachelors of Science from Brigham Young University - Idaho in 2006.
Joel serves the community through church activities and as an Assistant Scout Master with the Boy Scouts of America. He is a North Carolina native and enjoys gardening and horticulture, hiking and backpacking, skiing, and model railroading. Joel and his wife, Jenny, have been married for eleven years and have a nine-year-old son, Wyatt.