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.
Patrick focuses on eliminating his clients’ financial worries. His first step is simple: he listens. After gaining an understanding of client concerns, he aims to develop strategies to generate predictable streams of income that support client goals while minimizing the risks that may derail their lifestyle. He launched his career as a financial advisor in 2002 with Morgan Stanley.
Since entering the wealth management field in 1995, Mike has experienced a wide variety of market conditions. He understands the dynamics of risk management, and whatever type of market forces are in play, Mike has maintained a few consistent and unwavering principles: Do everything in the absolute best interest of the clients. Make complicated issues easy for clients to understand. Always remember that the most essential part of a conversation is what the client has to say.
William founded BPU Investment Management in 1985, and became part of Wealth Enhancement Group when the two firms joined forces. In addition to working with individual clients on their financial goals, William provides investment guidance to credit unions and charitable, religious and fraternal organizations. He enjoys sharing his broad knowledge with these organizations through lectures and by writing on investing and portfolio strategies for credit unions.
