As a Registered Client Associate with Riley Financial Strategies Group, Joel works closely with individuals, families, and business owners to help keep every aspect of their financial lives organized and moving forward. He believes strong wealth planning starts with understanding each client's goals and helping provide dependable support throughout every stage of the planning process.

Joel works alongside the advisory team to assist with retirement planning, account management, investment research, and client service. He helps coordinate the day-to-day details that allow clients to stay focused on their long-term financial goals while helping ensure they receive a high level of service and communication. He also supports the team's planning process through research, financial analysis, and ongoing relationship management.

Joel graduated magna cum laude from the University of Pittsburgh with a bachelor's degree in finance. He has earned his Series 7 and Series 66 securities registrations and is committed to continuing his professional development as he builds his career in wealth management. Joel enjoys helping young professionals and families establish strong financial habits early while supporting clients as they navigate important financial decisions throughout their lives.

Outside of the office, Joel enjoys spending time with friends and family, traveling, and staying active through sports. A proud Pitt family, Joel, his older twin brothers, and his sister all attended the University of Pittsburgh. He has traveled throughout Spain and Italy and spends much of his free time playing pickup basketball and competing in a weekly softball league across the Pittsburgh area.