Joel joined Merrill Lynch Wealth Management in 2000 and has been in financial services since 1989. He focuses on developing financial strategies and portfolio management for high-net-worth individuals and families. Joel is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Since Joel chooses to serve only a select group of clients, his team is able to provide customized strategies to complex issues, personal service and accountability.
A graduate of Western Illinois University with a Bachelor's degree in Business Management, Joel enjoys golf, coaching youth sports and sits on several youth athletic boards. He and his wife Sandy reside in the West Dundee area with their four children, Megan, John, Jake, and Joel.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
