A financial plan has many interlocking parts. Consequently, the inquiries that 5280 Associates receives on a daily basis can vary widely: From the logic behind an investment strategy to the rules surrounding various types of retirement or insurance solutions. As a Client Relationship Manager, Joel’s goal is not just to answer the initial question, but to ensure clients understand the bigger context — the whys and the hows. He said he’s inspired when he can help make the “today” part of a financial roadmap connect with the “tomorrow”.
Joel came to 5280 Associates in 2017 with nearly a decade of financial experience at T. Rowe Price and Fidelity Investments. Between his time at those two companies, he lived in Granada, Spain, where he helped open a missions café called Café Alhumbra.
Joel married his wife, Samantha, in 2015. Two years later, they had a daughter, Cosette, named after Hugo’s character in Les Misérables.Contact Joel