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.

Joel graduated from CSU with a Bachelor of Science in Business Administration with a concentration in Financial Planning and Investment Analysis. While in college, he completed an internship at Northwestern Mutual where he learned planning techniques and client relationship skills. Joel holds Life and Health Insurance Licenses in multiple states and the Series 65 Securities License. He is also proud to have earned the CERTIFIED FINANCIAL PLANNER™ designation.

Today as a financial advisor, Joel continually strives to find the best tools and strategies to prepare personalized, comprehensive retirement planning solutions for our clients. He works to find better ways to create and present ideas for the clients we work with to assure them that they can retire with the confidence they deserve.

Joel is a recent newlywed! In their spare time he and his wife, Amy, enjoy skiing, playing games with family and friends, as well as frequently trying out a variety of new recipes. He also keeps busy with the maintenance and upkeep of their new home, walking their dog, Fergus, and don’t be surprised if you find him playing the occasional ultimate frisbee game!