Joel has 30+ years of experience in Accounting and Finance.
A graduate of Texas A&M-Commerce, where he got a BBA in Accounting. His experience is varied and covers all aspects of corporate accounting and finance for multiple companies in different industries.
Joel has worked as a corporate Tax Manager, Director of Budgeting, Assistant Controller and Assistant Treasurer for Fortune 500 companies. He has assisted companies with IPO’s and helped arrange major stock buyback and financing programs. He has also worked with distressed companies, helping them navigate through serious crises. Industry experience include Transportation, Restaurant, and Healthcare. Most recently, Joel decided to become a Financial Planner for small business owners. That is where he found his passion of service to individuals looking to grow their net worth. He takes great pride in being a part in the success of other’s.
That passion has been transferred to New Life and their clients where he immerses himself into building relationships with everyone he comes in to contact with. It’s not just about accounting and finance. It’s about building relationships and taking a personal interest into everyone he works with.
In his spare time, Joel enjoys sports and spending time with his family. That mostly means his grandchildren.