Joel is a director in the Los Angeles office. In addition to managing client relationships, Joel’s experience includes working with closely-held business owners and addressing wealth transfer planning objectives.
Joel was previously a director for Wells Fargo Family Wealth and has been with Wells Fargo for nearly 20 years. Prior to joining Wells Fargo, Joel spent nearly 10 years at PricewaterhouseCoopers, an international accounting firm.
Joel received a juris doctor degree from the University of Iowa College of Law and a bachelor’s degree in business administration from Central University of Iowa.
Joel and his family are avid cyclists, enjoying their annual RAGBRAI (bicycle ride across Iowa) raising money for Pedaling for Parkinson’s and the Davis Phinney Foundation. Joel is a SAFE-registered mortgage loan originator (NMLSR ID 524736).
Joel lives in Pasadena, California and is married to his wife, Brenda, and has two children, Emma and Isaac.