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 a planner, I bring a background of a decade-long tenure as a data analyst as well as a current coach of CrossFit athletes that allows me to not only dissect complex information and identify strategic opportunities, but also help my financial clients grow the values of discipline, perseverance, and incremental progress that lead 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 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!