339 E Highway 50, Suite 104, Salida, CO, 81201
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joel is a volunteer member of the endowment sub-committee for Christ Church Cathedral Episcopal Church since December 2022. He dedicates minimal time to this non-investment related activity, assisting the vestry in monitoring investment performance.