Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals. Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time. 

• CERTIFIED FINANCIAL PLANNER™ Professional

• BS, Tulane University

• NATIONAL SOCIAL SECURITY ADVISOR®

• CERTIFIED LONG-TERM CARE Professional®