Simplified Financial Advice.
First and foremost, Joel wants to get to know you. As a Wealth Advisor, he guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to purpose.
As you build a strong client relationship together, Joel provides prudent analysis of the market and helps oversee and monitor your vision for the future. As he strives to earn your trust, he hopes you find value in his efficiency and responsiveness. That’s why customer service is his No. 1 priority. His team is never too busy to answer your questions or assist you in your needs.
Joel and his wife, Linette, enjoy spending quality time with their children – Kayla, Mercedes and Nolan – and traveling. He is also a big fan of fast cars, and enjoys woodworking, movies and fitness.
Recognized as a Wells Fargo Advisors “Premier Advisor” from 2012 – 2018, Joel was also named one of the nation’s top 1,200 State-by-State advisors for 2018 by Barron’s. He began his career in 1988 at American Express and later worked at Green Belt Bank and Trust before joining Wells Fargo in 1994 and Carson Wealth in 2019.
Wealth, Mind & Spirit
Our YouTube channel is designed to spur mindful thinking as it surrounds wealth. We see money as a tool to help you work toward your goals, and success as multifaceted. In our videos, we discuss these topics and how they intertwine with traditional financial insight.