Joel P. LaGore , CFP®, AIF®

Bio

Joel is a Senior Vice President and Private Wealth Advisor at Procyon, bringing more than two decades of financial industry experience to his work with clients. He is known for building long-term relationships rooted in trust, care, and clear communication.

Joel began his career in 1999 with a Michigan-based advisory firm before holding roles at Huntington Investment Company and Smith Barney. In 2008, he and his wife founded their own firm to continue delivering personalized service during a challenging market environment. That same commitment carries through today at Procyon, where Joel works closely with the Investments Team to help clients navigate complex financial decisions with structure and foresight.

A CFP® professional and AIF®, Joel believes sound planning and transparency are the foundation of sustainable success. His approach reflects Procyon’s fiduciary principles and focus on disciplined, long-term strategy.

Outside of work, Joel enjoys golfing and spending time with his family. He and his wife have two daughters pursuing careers in Christian music, and he remains active in his community.