Joel Kubala
Director of Financial Planning and Office Management
Joel is an experienced financial professional with a career built inside the personal investment business unit of a global financial services firm. Most recently his responsibilities centered around security trading, performance reporting, and investment analytics for a full service brokerage and investment banking firm. Joel has extensive experience working in client management, operations, and business development across multiple industries.
A Northern Kentucky native, Joel graduated from the University of Louisville and remains closely connected to the region. Joel also earned an MBA from Thomas More University and holds Series 7, and 66 securities licenses. Joel is married and has two sons. Outside of the office, he can be found running, reading, or on the sidelines coaching youth sports.