Joel Gray Clousing believes in total client service and commitment for the long run. After beginning his career as a CPA with KPMG in 1985 and then moving into the financial and investment services industry in 1987, Joel has cultivated great respect and loyalty from the same clients he has now served for more than twenty-five years. He has been serving employer-sponsored retirement plans since 1995, which has become his passion. Joel holds the Acredited Investment Fiduciary designation, which helps assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Joel received his Bachelor of Science from Trinity Christian College in Palos Heights, Illinois, and subsequently was registered by the University of Illinois as a Certified Public Accountant and is a current member of the Illinois CPA Society.

Joel and his wife Patti reside in Wheaton, Illinois, and are the proud parents of six children. He has been a board member of Lifesong for Orphans since 2006 and has also been involved with the Chicago West Side Christian School. Along with spending time with his family, Joel enjoys playing tennis, exercise, and reading.