As a member of our Financial Planning team, Joel takes a wide and long-term view of
your financial life, so you feel more educated and empowered in the process.
Through a dedication to transparency and checks and balances, Joel has been
influential in keeping clients accountable to their financial goals since
graduating from Hillsdale College in 2007. His focus is to bring you more
confidence and a greater sense of control with your finances and personal
decision making. 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:
Expertise in retirement planning, insurance planning, estate
transitioning, and taxation analysis
Certified Financial Planning Professional (CFP®)
Bachelor of Arts, Degree in Economics from Hillsdale College
Member of the National Association of Personal Financial Advisors (NAPFA)
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.