A fifth-generation Coloradoan, Joel was raised on a ranch in the plains of eastern Colorado that was homesteaded by his ancestors in 1876. From an early age he learned the importance of honesty and integrity, hearing stories about his family's resolve to pay back depositors every last cent when the local bank they owned became insolvent during the 1930's financial crisis.
A former college instructor, Joel has over 30 years experience in the financial services industry. He graduated with honors from Colorado State University, then earned a Masters degree in Economics from Iowa State University. After teaching agri-business and economics courses at Northeastern Junior College in Sterling, Colorado, he began his financial services career with Northwestern Mutual Life in 1988 selling life and disability insurance. Shortly thereafter he expanded into investment planning, and in 1998 he formed Legacy Wealth Advisors, LLC to provide fee-based financial planning services. As the investment side of his business continued to grow, in 2007 he affiliated with Raymond James Financial Services to gain access to comprehensive investment services. In 2018 he affiliated with WealthSource® to gain greater service and back office support for his clients while continuing to use Raymond James as custodian.
Joel holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter®(CLU®) designations, has passed the Series 6, 7, 9, 10, 63 and 65 examinations, and is licensed as an Investment Adviser Representative of WealthSource® in Colorado.
Joel enjoys playing basketball, skiing, hiking, biking, and camping. Joel attends church regularly and is actively involved in supporting a number of different Christian charitable causes. Travel is also an important hobby, as he has five wonderful children and several grandkids scattered throughout Hawaii, San Diego, Pennsylvania, and Colorado.