For nearly 40 years Joel has helped clients develop and execute financial strategies that help them to meet their personal and business goals.
Prior to joining RBC Wealth Management in 2019, Joel spent 12 years as a financial advisor with Merrill Lynch and prior to that he served as the CFO of Luigino’s, Inc. a large privately held food manufacturing company. Joel also has significant commercial and private banking experience with Citibank, where he worked in its world corporate group and private bank.
Joel received his undergraduate degree from St. John’s University in Collegeville, Minnesota, and received his master’s degree in international management from The Thunderbird School of Global Management in Glendale, Arizona. He had previously earned the Certified Private Wealth Advisor® designation.
Joel and his wife, Jane, live in St. Paul, Minnesota. They have three grown children and three grandchildren. In their free time, they enjoy traveling, golfing, skiing and spending time at the family cabin in northern Minnesota.
