Director of Wealth Management, CFP®
2718 West Oxford Loop, Ste 180
Oxford, MS 38655
Joel resides in Oxford, Mississippi and graduated from the University of Mississippi in 1998.
He began his finances services career in 2000, as a financial advisor with a firm in Memphis. He is also a CERTIFIED FINANCIAL PLANNER™ professional. The CERTIFIED FINANCIAL PLANNER™ designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards.
Joel and his wife Jill have three children. He enjoys Ole Miss sports, and is an avid St. Louis Cardinals and St. Louis Blue fan. He also enjoys fitness training, snowboarding, and spending time outdoors with his family.
AREAS OF EXPERTISE:
Tax Minimization Strategies
Executive compensation packages
Qualified retirement plans
Retirement income strategies
Personal protection strategies
BS Engineering, University of Mississippi
CERTIFIED FINANCIAL PLANNER™
Registered as an IAR (Investment Advisor Representative)
Securities Registrations: 6, 7, 63
Member & Deacon of Christ Presbyterian Church, PCA
Member of Capital Campaign Committee for Regents School of Oxford
Past Board Member of Regents School of Oxford
Past Board Member of United Way of Oxford-Lafayette County