Joel is passionate about and deeply committed to helping his clients realize their financial goals. He endeavors to create meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive tools and resources.
Employing the vast resources of Raymond James, one of the largest independent financial services firms in the nation, Joel brings the right expertise to meet his clients’ specific short and long-term needs. He works diligently to fulfil his clients’ expectations with exceptional customer service with the intention of being their trusted wealth advisor for life.
While focusing his business on his clients’ individual financial objectives, Joel believes the most successful wealth management strategies look at the big picture. Taking time to learn about you and your goals, he designs personalized financial plans and investment portfolios based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
A North Carolina native, Joel graduated from Brigham Young University -Idaho in 2006 with a Bachelor of Science. Prior to partnering with Raymond James in 2016, Joel worked for Woodmen Financial Services for many years. Joel currently holds Series 6, 7, 63 and 65 securities licenses. He also holds Life, Health, and Medicare/Long Term Care insurance licenses.
Away from the office, Joel enjoys outdoor sports including water skiing, snow skiing, hiking, camping, kayaking, and running 5k obstacle courses. Joel and his wife, Jenny, have one son, Wyatt.