As an advisor at Blue Heron Capital, Joel is constantly striving to evaluate tools and strategies to prepare personalized, comprehensive retirement planning solutions for our clients. He works to find better ways to create and present ideas to the clients we work with to assure they are comfortable with their future.
Joel has always had a passion for two things – teaching and math. That led him to discover, while attending Colorado State University, that Financial Planning was his calling. He graduated with a Bachelor of Science in Business Administration with a concentration in Financial Planning and Investment Analysis. Not only does Joel hold a Colorado Life and Health Insurance License and the Series 65 Securities License, but Joel is also a proud CERTIFIED FINANCIAL PLANNER™.
While in college, Joel completed an internship at Northwestern Mutual where he learned planning techniques and client relationship skills.
When not focused on financial planning, Joel enjoys practicing his trumpet, playing Frisbee, and spending time with family and friends.
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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