Joel has been servicing his clients' insurance and financial needs since 1971. His practice focuses primarily on Employee Benefits, Salary Continuation and Executive Compensation Plans. He also works in the areas of Estate Conservation and Retirement Income strategies. His clients include professionals, executives, small and mid-size business owners, and publicly-traded companies. Joel has achieved membership in the Million Dollar Round Table (MDRT) and is a 2015 FIVE STAR Wealth Manager Award*. He holds membership in the Society of Financial Service Professionals and is an active member of HRMAC (Human Resources Management Association of Chicago). As an active member of ASA Chicago, the Association of Subcontractors and Affiliates, he received their Professional Member of the Year award in 2009. Joel is committed to enriching his clients' lives by listening to their needs and desires and designing specific programs, individually tailored for them.
*The FIVE STAR Award is granted by Five Star Professional, an Independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Domiciled in IL, Arkansas Insurance License #330078, California Insurance License #0B64112