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As a member of the Financial Planning team, Joel advises clients through our comprehensive financial planning approach.
Joel has been influential in assisting clients to achieve their financial goals since graduating from Hillsdale College in 2007. Prior to joining Total Wealth Planning, he performed financial planning through the retail Private Banking divisions at JP Morgan Chase Bank and PNC Bank. Joel is driven by a passion for people and the ability to have a positive impact on their personal and financial lives.
Joel’s credentials include:
Born and raised in Cincinnati, Joel loves
spending time with his wife and their 5 kids. In a rare free moment, he also
enjoys competitive sports and playing music.
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