Joel A. Estes

Financial Strategist at McKinley Carter Wealth Services

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.

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Timeline

  • Financial Strategist

    December, 2021 - present