Joel Nesbitt

Joel joined our team in 2020 and serves our clients by building retirement plans, along with the reviews for those plans as time moves forward. It’s important for a plan to be reviewed periodically with Joel, as things can change over time — from lifetime events such as the loss of a spouse, to small but important line-item changes like a new address.

Joel is a graduate of Slippery Rock University, where he studied finance. He holds insurance licenses for life, accident and health and currently holds a Series 65 license for securities and trading.

Away from the office, Joel is using his spare time to find the next great concert — he loves live music! He also is into bodybuilding and enjoys numismatics — the study and collection of coins, currency and medals. Show him your favorite coin!