At Ankerstar Wealth, we prioritize two things for our clients:
- Rapid Response to Client Concerns
- Maximizing Life by Maximizing Wealth
We want our clients to feel heard and know that they are being serviced based on their unique situation. We want to partner with you in maximizing your life by alleviating some of the worry associated with managing your own wealth, but also by doing our best to put your money to work for you.
My unique story began with service. I entered service immediately after graduating high school, completing a Bachelor of Science degree in Management from the United States Air Force Academy. For 26 years of my life I served in the United States Air Force as an ICBM Maintenance Officer, and it was during that service that I began to realize the impact of personal finances on one’s life. After seeing some fellow service members hurting financially, I began giving pro bono financial planning to military families and discovered my passion for helping others financially. After serving others for 2 and a half decades, I retired from the Air Force and entered the corporate work force.
After six years in the corporate space though, I decided that it was time to pursue my life long passion of helping others financially. I am blessed to have achieved financial independence side by side with my wife Monica through perseverance, hard work, and financial discipline. By virtue of the opportunity to work with Ankerstar Wealth, I now get to work hard, day in and day out, to help my clients achieve wealth and financial independence!
Joel holds a Bachelor of Science degree in Management from the United States Air Force Academy and three Masters Degrees in Business, Logistics Management and Strategic Studies. He obtained his Series 65 license in December 2021 and is currently working toward his CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.