Investment Advisor Representative
As an Investment Advisor Representative, Joel’s goal is to help his clients become debt free and live a successful retirement through developing long-term retirement saving and income strategies. He is dedicated to helping clients protect their wealth by making sure the appropriate amount of insurance is in place and that their investment strategies are in line with their risk tolerance, goals & objectives. Joel is a Dave Ramsey SmartVestor Pro and is a frequent instructor of Dave’s 9-week Financial Peace University course.
Joel has been a part of the team since 2012. He currently holds his FINRA Series 63, 65 & 7 licenses as well as his life insurance license. Joel is also an Accredited Investment Fiduciary (AIF) and an Iowa Notary.
Originally from Postville, Iowa, Joel currently resides in Cedar Rapids with his wife Megan and their daughter Mahayla and son Milo. He graduated from Wartburg College in 2009 with a degree in Business Finance. In his free time, Joel enjoys cycling, wood working, watching football and spending time with his family & friends.