About Joel Bray

A highly respected financial planner, Joel has become a leader in his field since starting in 2006. His experience, knowledge and relationship driven attitude have earned him numerous accolades within the industry. Strategic philanthropy is focal within Joel’s practice and he is passionate working with clients to identify their personal values and areas where philanthropy can make an impact. A Dale Carnegie graduate and passion for philanthropy, Joel educates clients to be accountable and adaptable while helping build a financial future they can enjoy.

Typical Clients

Philanthropists (planned or accidental) looking for creative solutions to make an impact

Wealth accumulators such as entrepreneurs and professionals

High Net Worth Families looking to safeguard their legacy