Joel Budd has been a Wealth Advisor with Summit Investment Advisors since 2002. He believes his 30 years in the financial industry, including bank management, provide the ideal foundation to assist his clients in achieving their financial goals, with the focus on thriving in retirement.
Joel offers comprehensive wealth management services including financial, education, retirement, investment, and estate planning. He is a graduate of St John’s University with a degree in International Business.
Joel has two children, Alexandra and Michael. In their spare time he and his wife Katie enjoy golfing, fishing, playing hockey and spending time with friends and family.