Joel has been working with clients to help pursue their retirement and financial goals since 1999. He has a passion for helping clients work toward the goal of building sustainable income in retirement. As an Independent Financial Advisor, Joel has access to a wide range of financial services and strategies through independent research to help ensure each client’s wealth is strategically managed and preserved. Prior to joining Keystone, Joel spent six years at Edward Jones and eleven years with LPL through Traditional Bank.
Joel lives in Mt Sterling with his wife, Leslie, and their two daughters, Kayla and Janna. He is a member of the Mt Sterling Kiwanis club and is an Elder at First Christian Church in Mt Sterling. Joel is a graduate of Georgetown College with a degree in Marketing & Finance. He enjoys golf, snow skiing and traveling with family.