Joel D. Malick, AIF®, AWMA ®, Vice President - Investments

Joel D. Malick, AIF®, AWMA ®, Vice President - Investments

Phone: (719) 388-0240
E-mail:

Joel Malick began his career as an intern with PaineWebber in 1998 while attending Seattle Pacific University. During his time at SPU Joel was able to achieve his goal of playing competitive college soccer and obtaining a Bachelor Degree in Business Administration with an emphasis in Finance.

With over a decade of investment experience Joel serves as the firm's investment specialist and Executive Vice President. In addition to being actively involved in the 403(b) marketplace he created an investment committee which monitors his clients portfolio performance, evaluates ongoing asset allocation, analyzes research, and performs due diligence as necessary. Joel's team consists of Mary Pyle, Jerrad Bridgmon, and Alex Lippert all of whom provide valuable services to his clientele. Joel has his Accredited Investment Fiduciary (AIF(r)) and Accredited Wealth Management Advisor (AWMA(r)) designations.












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