About
Joel
Joel partners with senior wealth advisors to provide clients and their families with comprehensive wealth management and financial planning advice. Joel joined Focus Partners Wealth in 2026, following his time at Kovitz, where he had worked since 2018. Previously, Joel was a financial planner for high-net-worth individuals and families at a small wealth management firm in Chicago.
Education and Professional Milestones
-Ohio State University – bachelor’s degree in financial planning
Joel partners with senior wealth advisors to provide clients and their families with comprehensive wealth management and financial planning advice. Joel joined Focus Partners Wealth in 2026, following his time at Kovitz, where he had worked since 2018. Previously, Joel was a financial planner for high-net-worth individuals and families at a small wealth management firm in Chicago.
Education and Professional Milestones
-Ohio State University – bachelor’s degree in financial planning