For more than three years, Joel has been helping entrepreneurs and their families simplify their financial lives. As a Certified Financial Planner®, Joel helps high-net-worth individuals and families navigate complex financial situations.
He earned a Bachelor’s degree in Accounting and Finance from Grove City College and, prior to joining Waldron, served in the public accounting field at Masters & Jorgensen in Warren, OH and as a middle school math teacher in Guatemala.
Outside of the office, Joel enjoys hiking, playing golf, enjoying the outdoors with his family, and following Pittsburgh sports. He is also active in his local church community. Joel resides in Crafton, PA with his wife and son.
