CFP®, AIF®, APMA®
Joel is a financial advisor in Savant’s McLean, VA office, is a member of the Advisory Team, and has a membership interest in Savant. He is a member of the Advisory Council, an internal panel that provides input on ways to improve the client experience. Joel is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Joel has been involved in the financial services industry since 2004, after beginning his career in corporate finance with a Fortune 500 company. Prior to joining Savant, he worked at a Registered Investment Advisor firm in Rockville, MD, and then served as vice president of The Corcoran Group in Bethesda from 2008 until its acquisition by Savant in 2015.
Joel graduated magna cum laude with a bachelor of science degree in business management (finance) from Brigham Young University and was a National Merit and Ezra Taft Benson Scholar there. He earned his Certificate in Financial Planning from Georgetown University and is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and an Accredited Portfolio Management AdvisorSM (APMA®). He is a member of the Financial Planning Association, has been quoted in Forbes, US News & World Report, and Washingtonian magazine, and has been a guest on Federal News Radio.
Joel is a board member for the Montgomery County Family Justice Center Foundation, a non-profit that provides resources to survivors of domestic violence, and he serves on the Executive Committee of the Washington, DC chapter of the BYU Management Society. He regularly teaches seminars on preparing for retirement to Federal employees through the National Institute of Transition Planning.
Joel and his wife Kristin have four children. He enjoys the outdoors in all forms and is a student of American History, particularly the Civil War period. He adores Italian culture and cuisine and speaks the language fluently. He enjoys racquetball, hiking, and cycling.
Joel joined Team Savant in October 2015.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.