Joel is a genuine, down-to-earth advisor who helps provide clarity in a complicated financial world. He adheres to sound financial philosophy and takes a straightforward and no-nonsense approach to financial planning. He believes in finding strategies designed with a goal to provide the highest probability of reaching the client’s goal.
Joel graduated from the University of Utah in 2002 with a Bachelor’s degree in Economics with a Minor in Business. He earned a Master’s degree in Personal Financial Planning from the College for Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ Professional.
It was the client-centered financial planning culture that attracted Joel to Waddell & Reed in 2002 and that same culture inside Wasatch Front Wealth Advisors that is the reason he remains. Joel has served as a Dave Ramsey SmartVestor Pro since 2017.
Joel is a Utah native and lives with his wife, Angie and their 5 children in Holladay. He enjoys skiing, volleyball, playing the drums, gardening, and spending time with his family. He rarely misses a University of Utah football game and enjoys working with youth in his church.
Joel enjoys making connections with his clients and developing a strong long-lasting relationship with the clients that he cares so much about. He is looking for people who are serious about their financial future and want to “win with their money”.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Wasatch Front Wealth Advisors or LPL Financial.