A young man smiling, wearing a dark button-up shirt, standing against a plain light background.
Black and white silhouette of a person riding a bicycle in the rain.

Hi! I’m Joel!

Life is too short to do it alone. Let's do it together!

My passion in life is building relationships and creating memories along the way. I am extremely blessed to use my energy & enthusiasm to assist individuals and families with their personal finances. I'm here for you if you don't have the time, willingness, or ability to manage your finances on your own.

I am deeply grateful for the opportunity to work with two outstanding organizations, Vanguard and Facet, throughout my career. These experiences instilled in me a strong work ethic and a commitment to delivering exceptional value to my clients. Since earning my CFP® designation in early 2020, I've been dedicated to applying these lessons to serve others.

Outside of work, my wife Sam and I love to stay active with our two boys, Parker and Brady! My current favorite activities are competing in 70.3 Half Ironman Triathlons and Pickleball. As a devout Christian, I love to lead Men's Bible studies and dive into scripture to learn & grow in my faith.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry

A quick look into my life

  • A family of four standing on grass in front of a large, historic government building with a domed roof. The father is wearing running gear and a medal. The mother is holding a baby, and a young boy is standing in front of the group.

  • A family of four sitting together on a window seat, smiling and playing with their young children, with a bright window in the background.

  • Two young children sitting on a beige couch, wearing Minnesota Vikings football jerseys. The older boy has short hair, is smiling, and has his right hand on the sofa. The younger baby has no hair, is holding their hands near their mouth, and looking at the camera.

  • A family celebrating at an outdoor event after a triathlon. They are smiling, with the man holding a medal, and a woman with two children, one in a baby carrier and the other on a fence.

  • A man finishes the Ironman 70.3 Chattanooga race, crossing the finish line in a blue triathlon suit, with a crowd behind the barricades cheering, and a digital clock showing his finishing time.