Vice President, Financial Planning

Joel helps clients reach their financial goals, countering the inevitable uncertainties of personal and professional lives with a disciplined wealth management process. Prior to joining McLean 8 years ago, he had a 22-year career at Oracle, spanning its pre-IPO stage through its mature Fortune 200 stage.  He now works with a wide variety of clients helping them to understand and manage the complex issues of wealth far beyond a simple focus on investments.

Education

  • Certified Financial Planner™  Program, George Washington University
  • M.B.A. George Washington University
  • B.A. University of New Hampshire

Professional Certifications & Associations

  • RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
  • CERTIFIED FINANCIAL PLANNER™
  • Member of National Association of Personal Financial Advisors (NAPFA)
  • Member of Financial Planning Association (FPA)

Professional Recognition

  • Five-Star Wealth Manager, 2017, Washington Post Magazine
  • Five-Star Wealth Manager, 2016, Washington Post Magazine
  • Five-Star Wealth Manager, 2015, Washington Post Magazine

Greatest Professional Satisfaction

Helping Boomers plan for an then transition to retirement with the confidence that they will meet their goals.

Greatest Personal Satisfaction

My greatest personal satisfaction is seeing our three 20-something children mature into responsible adults who enjoy the company of their parents and each other.

Disclosure: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. In the Washington DC Area, Five Star Professional considered 1,837 award candidates, and 227 were named 2015 Five Star Wealth Managers. Criteria used to make these determinations were: Credentialed as an investment advisory representative or registered investment advisor; actively employed as a credentialed professional in the financial services industry for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal firm standards; accepting new clients; one year client retention rate; five year client retention rate; non-institutional discretionary and/or nondiscretionary client assets administered; number of client households served; educational and professional designations. For more information, go to https://www.washingtonpost.com/lifestyle/magazine/.