CFP®, AIF®
Lead Advisor / Financial Advisor / Member Owner
Oliver Wendell Holmes said, "I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity.” I strive for the outcome of simplicity on the other side of complexity in working with each of my clients.
Joel is a lead and financial advisor in Savant’s Vienna, VA office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® (AIF®), Joel is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Joel has been involved in the financial services industry since 2004, after beginning his career in corporate finance with a Fortune 500 company. Prior to joining Savant, he worked at a Registered Investment Advisor firm in Rockville, MD, and then served as vice president of The Corcoran Group in Bethesda from 2008 until its acquisition by Savant in 2015.
Joel is a member of the Financial Planning Association. He has been quoted in Forbes, US News & World Report, and Washingtonian magazine and has been a repeat guest on Federal News Radio.
Joel graduated magna cum laude with a bachelor of science degree in business management (finance) from Brigham Young University and was a National Merit and Ezra Taft Benson Scholar there. He earned his Certificate in Financial Planning from Georgetown University.
Joel and his wife Kristin have four children. He enjoys the outdoors in all forms and is a student of American History, particularly the Civil War period. He adores Italian culture and cuisine and speaks the language fluently. He enjoys racquetball, hiking, and cycling.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.