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As a Senior Wealth Advisor on our Financial Planning Team, Joel leads a team of dedicated professionals that are devoted to building lasting relationships with Clients by delivering personalized, strategic advice to ensure that the future they envision becomes a reality.
Bringing 15 years of experience in financial planning since graduating from Hillsdale College in 2007, Joel has shown a deep commitment to fiduciary principles and is driven by a passion for people and the ability to have a positive impact on their personal and financial lives. Joel’s credentials include:
Joel became a shareholder of the firm effective January 1, 2022.
Born and raised in Cincinnati, Joel loves spending time with his wife, Nancy and their 5 kids (aged 11 to 5). In a rare free moment, he can be found looking for a memorable life experience, a sport to join/coach, or a musical instrument to play. He is also very involved in the community, serving in various roles at Mars Hill Academy, North Cincinnati Community Church, and several other charitable organizations.