Joel Anderson, CFP®
Investment Consultant, RJFS
"I love researching investment options and ensuring the best strategies are chosen for our clients."
Joel is a CERTIFIED FINANCIAL PLANNER™ responsible for portfolio construction, financial planning and investment strategy. In addition, he works as a partner with our clients and their CPA’s on year-end tax planning. Joel has over 20 years of industry experience.
When he’s not coaching or watching his two sons play hockey, Joel enjoys a good book and running.