Hi! I’m Joel!

Life is too short to do it alone. Let's do it together!

My passion in life is building relationships and creating memories along the way. I am extremely blessed to use my energy & enthusiasm to assist individuals and families with their personal finances. I'm here for you if you don't have the time, willingness, or ability to manage your finances on your own.

I am deeply grateful for the opportunity to work with two outstanding organizations, Vanguard and Facet, throughout my career. These experiences instilled in me a strong work ethic and a commitment to delivering exceptional value to my clients. Since earning my CFP® designation in early 2020, I've been dedicated to applying these lessons to serve others.

Outside of work, my wife Sam and I love to stay active with our two boys, Parker and Brady! My current favorite activities are competing in 70.3 Half Ironman Triathlons and Pickleball. As a devout Christian, I love to lead Men's Bible studies and dive into scripture to learn & grow in my faith.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry