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Joel Haworth AIF®

Joel Haworth AIF®

Investment Analyst

Joel serves as the Investment Analyst and is responsible for maintaining qualitative and quantitative data on current and prospective portfolios and investments, performing direct investment research, assessing business and asset valuation, and calculating risks and opportunities for potential and current clients.

Before college Joel served in the United States Navy for 4 years where he travelled the world on two deployments.  After the Navy, his work consisted mostly of accounting and banking positions while working towards his bachelor's degree. He graduated from the University of North Alabama with a degree in in Finance and Accounting. Joel graduated from the University of Oklahoma in December 2023 with a Masters of Business Administration and a Master of Science in Finance. 

Joel also holds an  Accredited Investment Fiduciary™ (AIF®)  designation. 

Joel and his wife live in Edmond with their son, daughter and their two dogs.