Joel has been providing personal financial planning and investment services to corporate executives and high net worth individuals and their families since 1998. He tailors his advice for each client by integrating their life goals with their personal finances, while using his expertise in investments, income taxes, long-term cash flow, estate planning, and employee benefits in the process. Joel is a multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* During his free time, Joel loves to travel and spend time with his wife and three children.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 10/01/17 for the period of 12/16/16 - 8/03/17. Awarded 10/01/18 for the period of 1/12/18 - 8/17/18. Awarded 10/01/19 for the period of 1/07/19 - 8/09/19. Awarded 10/01/20 for the period of 1/06/20 - 8/07/20. Awarded 10/01/21 for the period of 12/28/20 - 8/06/21. Awarded 10/01/22 for the period of 1/24/22 - 7/29/22. Awarded on 10/01/23 for the period of 1/09/23 - 7/31/23.