Joel North, CFP®, RICP®, AIF®

Joel started his career in financial services in 1990 with Principal^® in the Des Moines area after four years working in the durable medical equipment field.  After 17 years with Principal, Joel accepted a position as a Financial Consultant with US Bancorp Investments, spending two years in that role followed by another two years as a Trust Officer in the Wealth Management department of US Bank.  While much was learned and some great relationships were established, Joel recognized that Principal was a better fit overall, and he returned to Principal in 2011.  After building a successful practice as an advisor helping families and businesses manage risk, accumulate wealth, and achieve their most important financial goals, Joel entered into an agreement with Ryan Swalwell in 2022.  Working with Ryan and the entire team at Heartland Financial Resource Group has been a great experience.

Joel, his wife Greti, and their German Shepherd Luca live in Urbandale.  Joel and Greti have three adult daughters and three grandchildren.  Joel met Greti while attending the University of Northern Iowa in Cedar Falls, where he received his Bachelor of Arts Degree with a double major in Marketing and German.  In addition to thoroughly enjoying his career in financial services, Joel enjoys spending time with family and friends, hiking and other outdoor activities, traveling, various volunteer activities, and playing piano.