Joel’s deep knowledge of complex financial markets, global economic landscapes and the M&A environment enhances his ability to advise clients regarding their specific investment strategies, appropriate asset allocation, cash flow planning and estate planning needs. It is what has enabled him to successfully lead business owners, corporate executives, retirees and families through their long-term financial plans. “The key,” he says, “is being able to reduce complex financial situations to simple and understandable terms while building consensus among differing opinions and working to define, plan for and ultimately achieve sound financial goals.” Joel’s true passion is developing lasti