About Joel Pettigrew, MBA, BFA™

My faith is at the heart of all that I do, guiding my decisions and actions as I serve my clients and community. 

As an individual who is passionate about planning, I bring a decade-long tenure as a data analyst and I currently coach CrossFit athletes. These activities allow me to readily dissect complex information and identify strategic opportunities. They help my financial clients grow through discipline, perseverance and incremental progress that leads to incredible lifelong results.

My wife Sofia and I have been married since 2009 and have the privilege of raising 4 incredible children - Layton, Charlie, Tatum, and Asher. Our values are rooted in our Christian faith and our love for family and community.

My financial planning process focuses on three pillars of financial well-being: Wealth Management, Tax Efficiency, and Lasting Legacy. Let's connect to find out how I can guide you on your financial journey!