FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Joel is a Financial Advisor with First Investments & Planning, where he partners with clients to help them achieve their financial goals. With more than 28 years of experience, he is known for a relationship-driven approach that emphasizes personalized guidance, long-term planning, and strategies tailored to each client's unique goals—helping clients retire by design, not by default.
CREDENTIALS
Joel has been serving clients in the financial services industry for more than 28 years. He began his career in 1998 at Dean Witter/Morgan Stanley and has since held roles at Waddell & Reed, Financial Engines/The Mutual Fund Store, and most recently spent 18 years with Charles Schwab/TD Ameritrade prior to joining First Investments & Planning.
Joel holds the Wealth Management Certified Professional (WMCP®) designation through the College of Financial Planning. He also maintains Series 7, 65, 66, and 24 securities registrations, along with life, health and variable insurance licenses.
PASSIONS
Joel has called the Omaha area home for the past 22 years. He and his wife, Amy, have been married for 33 years and are proud parents of five children and grandparents to three wonderful grandchildren. Outside of his work with clients, Joel and Amy are active in their church and deeply committed to serving their community.
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
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Nearly 170 years of putting customers first.
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© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
NMLS 412727
Only deposit products are FDIC insured.
Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.