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 gained
valuable experience working as a Private Banker with two national banks. 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.