Joel Smith
Financial Representative
"A Better Way To Money™"
About me
Hello! I'm Joel Smith, a dedicated Financial Representative with Northwestern Mutual. With over 25 years of experience in the financial / business industry, and a particular insight into the automotive world from my time at Hendrick Automotive, I understand the unique financial challenges and opportunities faced by professionals today.
My passion lies in helping individuals and businesses achieve their financial goals through personalized, strategic planning. Whether it’s retirement planning or tax-efficient planning, my objective is to tailor financial solutions that meet your specific needs and aspirations.
I pride myself on providing clear, honest advice and building long-term relationships with my clients. My approach is holistic and client-centered, meaning I take the time to listen to your story, understand your values, and develop strategies that align with your personal and financial objectives.
In my free time, I enjoy being with my wife of 25 years, Tammy and our 4 wonderful kids. We love our time outdoors and traveling. These activities help me stay grounded and bring a fresh perspective to my work.
Let's connect and explore how we can achieve your financial future together.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Ryne Taylor
CFP®
Financial Advisor
My mission is to impact, improve, and empower the lives of my clients through sound and thorough financial planning. As a client of Northwestern Mutual for 3 years, I experienced firsthand the value of a strong financial plan and the peace of mind it brought my family. Now I have the opportunity to provide clarity around my client's goals and accountability to help them reach them.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
