Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Originally from Maryland, right outside of our Nation’s Capital, Joel has been in the Carolinas since 2006. He earned a Bachelor’s Degree in Sport and Entertainment Management from the University of South Carolina as well as a post-baccalaureate certificate in accounting from Furman University.
Joel has been in the financial services industry since 2014. He is an Investment Advisor Representative and holds the RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®) designation. His passion is helping small business owners and their employees build a plan to protect and grow their wealth while teaching strategies to exit their businesses and/or careers.
He takes great pride in serving his clients, helping them stress-test various scenarios before making decisions. Most often clients engage with him when they are preparing for a major transition like starting a new job, sending a child/children off to College, growing a business to be passed on or sold or getting clarity around what retirement can look like.
Outside of working with clients he loves spending time with his College sweetheart (Natalie) and their four children (Braxton, Markley, Essie & Judah). He is a life long soccer player and enjoys watching most sports especially when his beloved South Carolina Gamecocks are involved. Joel and Natalie are active members at their Congregation, Hope of Israel in Charlotte, North Carolina where he serves in many capacities. In all He does, He seeks to love others as He has been loved by God.
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2022-147105 Exp 12/24
