Joel attended University of Wisconsin-Milwaukee where he earned a Bachelor of Arts in Pscychology, graduating in 1997. He attended the University of Phoenix where he earned a Bachelor of Science in accounting, graduating in January 2001. He earned a Masters of Business in Finance graduating in June of 2003. He has been working in accounting since 1995.

Joel has held various volunteer trustee positions, senior and mid level management accounting and finance positions. He is adept at system analysis, problem solving and implementation.

Joel’s areas of expertise includes income tax planning for closely-held businesses and their owners; estate planning; professional service companies; real estate development, real estate investments, 1031 Exchanges and property management.