Joel Huet (CFP®, CTFA, MBA)

Joel Huet focuses in the
following client markets or areas of practice:

  • AUM
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Joel graduated from Fort Hays State University (1986) with his BBA. He later obtained his MBA from the University of Missouri- Kansas City (1992). Joel is also a graduate of the Cannon Trust School, Pepperdine University and the College for Financial Planning, Denver, Colorado. In addition to his CFP®, Joel also has his Certified Trust and Financial Advisor (CTFA) and Certified IRA Professional (CISP) designations.

Additional Information

Joel is a member of Children's Mercy Hospital Planned Giving Council and the Kansas City area Financial Planning Association.  He is the former Chairman of the Missouri Bankers Association Trust Services Committee and Vice Chairman of Hillcrest Transitional Housing of Clay County. He is also a former member of Big Brothers Big Sisters of Greater Kansas City Corporate Club.  

 

Joel Lives in Kearney, MO with his wife Tina and has three children Sam, Alec, and Jake

NAPFA Start Date

November 30, 2018

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This Office

12505 Pelhamdale Rd Kearney, MO 64060-7445 Phone: (816) 853-0611