Joel was born and raised in Lakeland, FL and has been in the Financial Services Industry for over 13 years. Joel has clients that work in just about every profession and income/net worth range, which has provided him with a great understanding of the challenges that people face when deciding to plan for their todays and tomorrows. Joining INVST in 2019 was a natural fit due to Joel’s outside of the box, strategic oriented, and client first approach to financial planning.
“The financial services industry is primarily focused with either an insurance centered or an investment centered transactional sales process. Being able to help people understand the interdependency of both, coupled with a strategic approach, will unlock one’s ability to be optimally efficient in achieving their financial dreams. I strive to deliver a unique, uncommon, and transparent financial process that centers around the client instead of the prevailing products of the day. There is nothing more rewarding than to be able to provide clarity to those I work with in an industry that can be intimidating, confusing, and biased.”
Joel loves spending time with his wife, Ana, and four children Makenzie, Luke, Preston, and Ariana. Joel’s children are all active in competitive sports and enjoy trips to the beach or the mountains. If you don’t find Joel working in his office, you will certainly see him attending his kids sport matches somewhere.