Building lifelong relationships rooted in performance and trust. At F Joel Financial our sole focus is YOU. F Joel Financial’s mission is to help design a retirement income strategy that can preserve more of your assets. Joel is the president at F Joel Financial. He has more than 23 years of experience in the insurance and annuity industry, and he has an associate degree in business. To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at (509)591-9160 today!
Joel Thomas – Founder
Joel Thomas is an experienced financial professional with a focus on retirement strategies and asset preservation for families and retirees. “I found this industry was in great need of trustworthy, caring and knowledgeable professionals. Since 1994 I have dedicated my life to this cause”, says Joel. With over 20 years of experience, Joel is someone who is committed to having open and honest conversations with families in need of trusted advice. Based on his personal and professional background, he is also well qualified to ensure families are guided to the right professional or staff member.
Luis Estrada – Managing Partner, Financial Advisor
Luis Estrada is a well- respected, financial and insurance professional. He also upholds a fiduciary standard when offering advice to individuals and families here at our firm. His years of knowledge in assisting clients with understanding the financial and healthcare decisions that come with retirement has been life changing for families. His willingness to help families reduce fees and expenses on their investments and insurance has brought great value to families who want to maintain their lifestyle. Luis, personifies the qualities and morals that we share at our company. His positive attitude really keeps families in a good frame of mind when dealing with tough decisions.
Marilyn Nagle – Client Relations
Marilyn brings over 10 years of dedicate client service expertise. Marilyn oversees the client coordination and confirmation of the firms public and private events. She has lived in Walla Walla for almost 30 years and calls he Blue Mountains Home. In 2011 Marilyn underwent kidney dialysis and now has a new kidney. “I’m now more active than ever.” She has two children, three grandchildren, one great granddaughter and the best husband in the world!
Valorie Strickland – Insurance Professional
Valorie is an experienced insurance professional that has been living in the Tri-Cities since 1989. Her personal and professional background in assisting clients with understanding insurance and health care decisions is an element essential to the success of our clients. Valorie met and married her loving husband six years ago and she enjoys spending time with her daughter, son, and 2 beautiful grandchildren.
Cindy Elsberry built a solid foundation in administration by earning her Bachelor’s in Business from Mercer University in 1994. Since then, she has utilized her administrative skills in multiple areas including office management, database creation/management, accounts receivable and payable. Cindy and Joel have been friends since they met 31 years ago. She joined F. Joel Financial in 2014 and looks forward to the future growth and success of the company.