Joel is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with an extensive background in the insurance, investment and financial services industries. Utilizing his 25+ years of experience in financial services, Joel created and manages our Asset Management Division. Joel works closely with clients focusing on their goals, dreams, and aspirations. In addition to helping clients, Joel oversees all facets of the Firm’s operations, including business development, strategic planning and implementation.
Joel has significant involvement with selected clients, including family offices and high net worth individuals. With a specialty of developing the Firm’s strategic alliances and building the Firm’s asset management practice, Joel has had a major impact on the organization’s overall growth.
Prior to joining The Bensman Group in September 2002, Joel worked at Arthur Andersen, Allstate Insurance Company, and Capital Resource Management. In his various positions with these organizations, Joel provided institutional and individual business and financial consulting. He was also instrumental in developing investment policy and strategies for these companies and their clients.
Education, Designations, Licenses, and Organizations
Joel earned his B.A. degree from the University of Illinois, Champaign-Urbana, Illinois. He graduated Magna Cum Laude from the College of Liberal Arts as an Economics major. In addition, while in college, Joel completed the course requirements to become a CPA, which he became shortly thereafter. Joel was also Phi Beta Kappa.
Joel holds General Securities Representative (Series 7); Uniform Securities Agent State Law Examination (Series 63); and Uniform Investment Adviser Law Examination (Series 65).
Joel is a member of AICPA (American Institute of Certified Public Accountants) and Illinois CPA Society.
Joel has three children and lives in Northbrook, Illinois with his wife, Randi. He is a big Cubs, Bulls, Bears, and Blackhawks fan.