Investment Director

At work…

With over 25 years of investment management experience, Joel joined the firm as an advisor in 2010. He enjoys working with individuals and families who rely on Bell Wealth Management as their “Personal CFO”, willing to involve us in all aspects of their financial lives, thereby enabling us to provide them with holistic advice and maximum value.

Previously, Joel served as Senior Vice President and portfolio manager for U.S. Trust and The Commerce Trust Company. He is a graduate of Valparaiso University and the John M. Olin School of Business at Washington University. He is a Chartered Financial Analyst and a member of the CFA Society of Austin.

You are never too old to set
another goal or to dream

a new dream.”

— C.S. Lewis

At home…

Joel is married to Sandra, a nurse anesthetist, and they are the proud parents of three children. Football in the fall, soccer in the spring and summer road trips keep the Lange family calendar full. In addition, Joel and Sandra have 9 siblings and 25 nieces/nephews, so there is always someone to visit or something to celebrate.

Joel and his family attend Lake Hills Church and are actively involved in their community, with an emphasis on education and the underserved.