Joel, a founding partner of Avaii, specializes in portfolio construction, trading, and advanced financial planning. With several years of experience after obtaining a bachelor’s degree in finance along with a variety of licenses and the Certified Financial Planner (CFP®) designation.
He is a registered Investment Advisor Representative, and is securities, life, variable, and accident and health licensed. He oversees the investment operations and fee based financial planning for Avaii. This role includes executing transactions, ongoing monitoring of client portfolios, and extensive investment research.
Having grown up in a blue collar home, Joel was taught to work hard and value the money his family earned. This attitude is beneficial to his work at Avaii and in his family life. When he’s not working, Joel spends time with his wife and three children. He also enjoys spending time outdoors, fishing, and hunting.