Joel is on a mission to help people make the most of their lives. That clients not only trust him with their retirements but often refer their loved ones to him is a testament to his dedication and values.
“This brings so much satisfaction,” he says, “because it shows I am doing my job so well clients aren’t only trusting me with their money but also the money of their loved ones.”
Since joining Allied Wealth in 2021, Joel has quickly become a go-to advisor on Social Security. He can offer both investment and insurance products and services as he has passed his Series 65 securities exam and obtained his health and life insurance licenses.
Joel’s passion for finance sparked from an early age, leading him to earn a degree in business finance from the University of Colorado at Colorado Springs in 2019. He also learned perhaps his most important lesson while growing up in Simla, Colorado, a small town where “everyone knows everyone.” That lesson? “It’s always important to hold myself to the highest standard,” Joel says.
Now a resident of Colorado Springs, Joel enjoys going to the lake with friends and family, golfing, meeting for lunch with his three siblings and family on Sundays after church, and spending time with his nieces and nephews.