Joel started his career in financial planning at A.G. Edwards in 2006. Joel decided to leave the large Wall Street firm mentality and go independent to start Summit Financial and Insurance in 2010. After going through two broker dealer acquisitions in the course of 2 years, Joel decided to join LPL Financial and merge his practice with Dunlap Gill Wealth Management in December of 2018.
Joel utilizes eMoney financial planning software to create a holistic approach to servicing his clients’ needs. Joel coaches his clients in asset allocation, asset location strategies, maximizing Social Security benefits, retirement income, risk management, and a wide variety of life and disability insurance strategies. He also believes in working closely with his clients’ CPAs and Family Law attorneys to create synergy in all aspects of their financial life.
Joel earned his Bachelor of Science in Business and Finance from Chapman University in Orange, California. He also holds a Series 7, 66, and holds his securities registrations and Investment Advisor Representative with LPL Financial. Joel has been teaching financial literacy classes at the Monon Community Center in Carmel, IN and the Parker Recreation Center in Parker, CO for the past 6 years. Topics include Social Security, Medicare, estate planning, and retirement planning.
In his free time, Joel enjoys spending time with his daughters Sophie and Delaney, coaching various teams with the Carmel Dad’s Club, skiing, mountain biking, hiking, and reading. Joel is an active member of Northview Christian Church and enjoys volunteering his time with non-profit agencies in the Indianapolis area.