My Qualifications
Joel has been in the Financial Services Industry for over 13 years. Prior to joining Barnum, Joel was a Financial Advisor with Ameriprise Financial Services Inc. He obtained his Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning, developed with a focus on client-centered problem solving.
Joel is a graduate from the University of Rochester, Rochester, NY, where he earned his Bachelors of Science in Mechanical Engineering.
Joel resides in Fairfield, Connecticut with his wife Linda, who he raised three daughters with. In his free time, he enjoys woodworking and carpentry. He really enjoys the process of creating custom items from wood.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT