By education, Joel is an Industrial Engineer and has an MBA. That has laid the foundation for his approach to long term, process-based Retirement Planning. Because of the needs for Soldiers, Joel joined the Army National Guard at the age of 30 and is now a Major in the Reserves. He teaches at of the Engineers Captain Career Course three times per year. As an Officer, he further developed his skills of teaching and leading. Joel has a wife of 12 years and a daughter that is 9. They reside in Franklin, TN.
Out of college, Joel over 10 years in the Energy Industry, primarily with Johnson Controls and Trane. In 2011, he formed The Inspired Workplace and developed his employee engagement program. In 2018, Joel moved from being just an educator to formally helping clients and employers with their insurance and retirement needs. He is now an Investment Advisor with Southport Capital.