Our Team

Joel Clousing

CPA, Wealth Advisor

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 built his practice through helping clients set realistic expectations through clear and detailed long-term discussions, thinking and strategizing in order to seek to reach those clients’ financial goals. While Joel works with clients throughout their financial lifetimes, his strongest focus is on pre-retirees and the specific challenges those individuals face with regards to how they will ultimately live in retirement.

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.

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