Joel A. Estes has been in the financial industry since 2005, starting as a financial planner at LifePlan Financial Group, Inc. Joel A. then went on to work at DLAK Wealth Advisors as an Investment Advisor Representative before joining McKinley Carter Wealth Services as a Financial Strategist. Joel holds a Bachelor's degree in Accounting from Cedarville University and completed the CFP Education Program in Financial Planning and Services from the College for Financial Planning.
December, 2021 - present
Financial Strategist at McKinley Carter Wealth Services
Financial Strategist at Capstone Financial, LLC
Senior Financial Strategist at Fountainhead Advisors
Financial Strategist at Fountainhead Advisors
Partner, Chief Financial Strategist at Fountainhead Advisors
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