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.