Senior Lead Planner
Joel is a Senior Lead Planner at Facet with his CFP® designation. He brings energy to the financial industry and believes everybody deserves a chance at financial freedom. Helping people set inspiring and attainable goals will always be his passion. Prior to joining Facet, Joel served as a Senior Financial Advisor with Vanguard Personal Advisor Services in Charlotte, North Carolina.
Outside of work Joel enjoys playing sports, traveling, and spending time with his spouse Samantha. Originally from Chicago, he is still a fan of every Chicago sports team. He spends time playing volleyball, basketball, or football in his free time.
Education: Liberty University (BS)
"Yesterday is history. Tomorrow is a mystery. But, today is a gift. That is why it's called the present." -Eleanor Roosevelt
Get to know Joel
My beautiful wife Sam
Dinner in Puerto Vallarta, Mexico
Snowboarding in Killington, Vermont
Snowboarding in Winter Park, Colorado
Who inspires you?
People that are willing to take risk and work hard. Anyone that has put in the time and effort to perfect their craft.
If you could visit anywhere in the world you've never been, where would you go?
I would love to visit every football, basketball, and hockey stadium in the US.
What are you currently watching on Netflix?
My wife and I love to watch crime shows together. Some of our favorites have been Chuck, Blacklist, and Mentalist.
What's the coolest thing you're working on right now?
Creating an eSports league for youth in the Charlotte area. There is a large group of individuals with talent in competitive video games. They do not have access to the same events and competition that traditional sports have today. I hope to create an environment for these kids to thrive, compete, and give them something to be proud of.