Joel's career in financial service began immediately after his graduation from Drake University (Finance) in 1991 when he joined Mass Mutual Life Insurance Company. His training included aspects of risk management, investment planning and estate planning with an emphasis on retirement planning. Through this emphasis, Joel became an Investment Specialist with Mass Mutual. There he worked as the go to person for all investment/securities related questions, was a liaison with the home office in Massachusetts and was a backup supervisory licensed representative.
In this light, Joel spends his time counseling pre‐retired and retired individuals as well as corporations seeking advice and consulting services with an emphasis on retirement, tax, investment and estate planning. After 15 years with Mass Mutual, Joel made the decision to join DFG in 2005 to provide his clients the potential benefits of a truly independent financial planning firm. In 2021, Joel joined the Wealth Consulting Group, and became a Hybrid Advisor with LPL Financial. Joel is also a shareholder in Wealth Consulting Group, LLC.
Joel and his wife, Trish, were married in 1992 and together have two children, Brennan and Lauren. In his spare time, Joel enjoys golf, trips to the lake and all sporting events. Joel believes his clients are better served when they can make informed decisions and takes pride in his ability to turn complicated concepts into understandable action items.