We are happy to announce that we're celebrating 20 years!
Joel joined Kovitz in 2018 and partners with senior wealth advisors to provide clients and their families with comprehensive wealth management and financial planning advice. Previously, Joel was a Financial Planner for high net worth individuals and families at a small wealth management firm in Chicago, Illinois. Joel received his Bachelor of Science degree in Financial Planning from Ohio State University in 2013. Joel is a CERTIFIED FINANCIAL PLANNER™ professional.