Paraplanner and Analyst
Following graduation from the accounting program at the Kelley School of Business, Joel worked in the accounting and finance spheres trying to find his niche. Joel eventually became a finance manager and it was in this role that he found his love for finance and financial planning.
Joel is currently following his dream by studying to be a CFP®.
Though Joel grew up in the small town of Mooresville, IN, he was instilled with the family tradition of being an Ohio State fan. Go Buckeyes! Joel spends most of his time either enjoying his hobbies of bowling, golfing, and building computers, or is spending time with his girlfriend and two cats. A fun fact about Joel is that he also took 3 years of Russian classes. Очень Приятно познакомиться! (It’s very nice to make your acquaintance!)