Associate - Retirement Plans
"My favorite vacation spot was on Lake Bridgeport in Chico, Texas. While visiting, I like to fill my time up with taking the jet ski or boat out, swimming, and exploring the surrounding area."
Joel joined SFP Wealth in June 2022 after graduating from the University of Massachusetts Amherst. Joel is responsible for ongoing plan management, investment due diligence, and enhancing the client experience.
Joel graduated from the University of Massachusetts Amherst in 2022 with a bachelor’s degree in Mathematics with concentrations in Actuarial Science and Statistics.
Outside of the office, Joel enjoys being active outdoors from hiking to biking. He also enjoys cooking at home and experimenting with different foods. Joel’s favorite season out of the year is baseball season.