Joel graduated from the Vesalius College – University of Brussels in Belgium in 1991 with a degree in Business Economics. Born in the Philippines and raised in Europe, he understands the nuances of relating to individuals of different cultures, backgrounds and lifestyles.
Joel has had extensive training and experience in assessing clients’ total financial situations and recommending appropriate investments to help them work towards their investment goals. The scope of his practice encompasses seeking wealth creation, wealth preservation, and wealth transfer consulting. To that end, he has made it a priority to solidify his relationships not only with his clients, but also their direct family, other professional advisors and social circles.
Residing in Flagstaff with his wife Monite, they take pride in seeing their children, Justin and Taylor, successfully pursue their dreams in college. Outside of work he enjoys golf and photography.