Partner, Case Design
Joined The Coyle Company: 2008
Leading The Coyle Company’s Case Design team, Joel employs his extensive technical knowledge in life insurance to build and model advanced planning strategies. He strives to help our clients and their advisors achieve the best possible outcome in their estate and wealth transfer planning. Joel also partners with the Director, Client Experience to monitor existing clients’ insurance portfolios to help ensure adequacy. Joel was named a Partner in 2020.
Prior to joining The Coyle Company, Joel was a Competition Consultant with Lincoln National. He received his MBA from Bentley University, and his BS in Business Administration from the University of New Hampshire. Joel has over 20 years of financial industry experience and holds FINRA Series 7 and 63 securities registrations. Joel was a contributing member of the Estate Tax Working Group for Finseca, where he provided insights on tax policy considerations to help Finseca inform its federal legislative advocacy strategy for the financial security industry. Joel serves on the Board of Directors for the Nashua Community Music School. He lives in Littleton, MA with his wife Allison and their two sons. Joel is an avid tennis player and also enjoys running and skiing.