Joel joined North Shore Investment Services in 2023 as a Financial Advisor. His academic journey led him through Purdue University, where he achieved both a Master's degree in Finance and a Bachelor's degree in Financial Counseling and Planning. Professionally, he holds FINRA Series 7, 63 and 65 securities registrations. Drawing on his education and professional training, Joel supports clients through crafting, analyzing, and overseeing investment portfolios, as well as constructing comprehensive retirement plans.
Proudly hailing from Indiana, Joel currently resides in West Allis. In his free time, he enjoys running, weightlifting, and advancing his sports financial markets analytics project that he started during graduate school.