For over twenty years, Joel has been applying his broad financial and business experience in a family office-based, wealth advisory capacity working with high and ultra-high net worth individuals and families, along with foundations, non-profits and endowments. First at Bernstein Global Wealth Management then at Bank of America Private Bank (formerly U.S. Trust) and now as the leader of Sound Legacy, Joel continues to be sought out to provide trusted, thoughtful strategic guidance to his clients. Joel is passionate about enabling his clients to live their very best financial life and assisting them in forging a legacy of impact within their families and their community.Prior to his move to the financial services arena, he spent over twenty years driving and advising the strategic, marketing and operational efforts of market leaders, small to mid-sized privately held companies, as well as startups, mostly in the technology sector.Highly engaged in the local community in various board positions, Joel is Past President of Rotary Club of Emerald City where he has been a member since 2006. He is a past President and former member of the Board of Trustees of Bellevue Arts Museum and a former member of the Board of Trustees of Cornish College of the Arts. Joel also is an Advisory Board Member for WWU’s College of Business and Economics. He also served on the board of the Robert Chinn Foundation/Asian Hall of Fame and is former Board Member and President of Gilda's Club (now Cancer Pathways).