6115 Park S Dr
Charlotte, NC 28210
Joel is originally from Maryland, right outside of our Nation’s Capital but has been in the Carolinas for the last 14 years. He has a Bachelor’s in Sport and Entertainment Management from the University of South Carolina as well as a post-baccalaureate certificate in accounting from Furman University. He has been in the financial services industry for 5 years and is an Investment Advisor Representative as well as a Retirement Income Certified Professional (RICP®). His main area of focus is helping small business owners and self-employed professionals build a plan to protect and grow wealth while identifying potentially detrimental blind spots.
When not serving clients, Joel stays busy at home as a Husband to Natalie, Father to three children under (Braxton, Mary Markley & Essie), a German Shepard named Bear, and the friendliest cat in the world (Lollie). He is passionate about bringing clarity to clients so that they can focus on what matters, loving, and caring for their loved ones and community.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4122962