Joel D. Malick, AIF®, AWMA®
Successful planning and investing is challenging. Not only do individuals and organizations need to initially implement the correct strategies but then they are tasked with navigating their respective strategies amidst a bombarding media onslaught, doing its best to trigger our natural human emotions and push us to the brink of throwing in the towel on our long term objectives. Joel and his team (Alex Lippert, Jerrad Bridgmon, and Gina Garcia-Shaw) recognize that running this race for the long term is one of the greatest challenges you’ll face in your lifetime. Thus, we combine critical planning and investment strategies with real life perspectives as we guide you through the valleys and even the peaks of your wealth stewardship journey.
Value Added Services
- Fee based financial planning
- Portfolio management
- 401(k) and 403(b) plan consultation
- Insurance and estate planning evaluation
Education and Professional Development
- BA – Finance, Seattle Pacific University
- Accredited Wealth Management Advisor (AWMA®)
- Accredited Investment Fiduciary (AIF®)
Joel’s favorite thing to do is spend time with his wife and 4 children doing just about anything from soccer tournaments, to camping. He also sits on the board of Crossfire Ministries, a local non-profit serving those that could use a hand up. He currently maintains the Accredited Investment Fiduciary (AIF®) and Accredited Wealth Management Advisor (AWMA®) designations.
Joel is a registered representative and investment advisor representative of Securian Financial Services, Inc.