Joel began his career working for Sweney Cartwright in September of 2009. After graduating from Capital University in 2008 with a bachelor’s in finance. He worked at Sweney Cartwright, holding many positions
including clearing back-office operations, reconciling company financials and creating custom portfolios for client accounts. He has been in the United States Air Force since joining in 2002 as a National Guardsman and
holds the rank of Master Sergeant.
He currently holds licenses in:
Series 7 General Securities NYSE/FINRA Registered Representative
Series 24 General Securities Principal
Series 27 Financial Operations Principal
Series 66 Unified Combined State Law Exam
Understanding my clients dreams and goals are paramount to creating a personal investment plan. Then I partner with you and your family throughout your lifetime to monitor and update you on our progress of
meeting your goals and keep you on track to reaching your dreams.
Keep it simple, buy quality companies at fair prices, make a plan and stick to it and continue to invest in yourself.