Bio

Joel is a dedicated financial professional with a background in commercial real estate and residential mortgages, establishing a proven track record in guiding clients towards sound financial decisions. His experience has positioned him as a trusted advisor in the realm of wealth management. An advocate for financial education, Joel recognizes the importance of empowering individuals at every stage of life. He has devoted himself to educating pre-retirees and current retirees on building wealth and establishing a lasting legacy for future generations. Through insightful workshops and personalized consultations, Joel imparts valuable knowledge on strategic financial planning, investment diversification, and the intricacies of legacy building. His commitment to fostering financial literacy reflects his belief in the transformative power of informed decision-making, ensuring that his clients are not only well-prepared for their retirement years but also equipped to leave a lasting impact on the generations that follow. Beyond the business world, Joel’s passions extend to the great outdoors, where he shares moments with his wife and kids. An avid traveler, he constantly seeks new adventures and cultural experiences, finding inspiration in the diversity of the world around him.