Joule Financial Employee Directory

Financial ServicesKentucky, United States2-10 Employees

At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. We adhere to time-tested disciplined methodologies of financial and estate planning with the goal of achieving quantifiable results from our wealth management and investment process.

Find Joule Financial employees' phone numbers or email addresses

Joule Financial Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Joule Financial's Leadership

  • Stylized image of a person
    D. C.
    Coo & Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    L. G.
    Advisor
    Phone icon
  • Stylized image of a person
    V. B.
    Operations Associate
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  • Stylized image of a person
    A. D.
    Support Advisor
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  • Stylized image of a person
    A. H.
    Financial Planner
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  • Stylized image of a person
    G. L. K.
    Client Services Associate
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  • Stylized image of a person
    A. M.
    Client Relations
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Joule Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Joule Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Coo & Director Of Financial Planning
    Phone icon
    United StatesKentucky
    Nov 20, 2025
  • Stylized image of a person
    L. G.
    Advisor
    Phone icon
    United StatesKentucky
    Nov 16, 2025
  • Stylized image of a person
    V. B.
    Operations Associate
    Phone icon
    United StatesKentucky
    Oct 27, 2025
  • Stylized image of a person
    A. D.
    Support Advisor
    Phone icon
    United StatesKentucky
    Oct 20, 2025
  • Stylized image of a person
    A. H.
    Financial Planner
    Phone icon
    United StatesKentucky
    Nov 17, 2025
  • Stylized image of a person
    G. L. K.
    Client Services Associate
    Phone icon
    United States
    Nov 16, 2025
  • Stylized image of a person
    A. M.
    Client Relations
    Phone icon
    United StatesKentucky
    Apr 23, 2025

Frequently Asked Questions

What is Joule Financial known for?

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Joule Financial was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1216 South Broadway Lexington, Kentucky 40504 United States. Explore Joule Financial's company overview page for more information.

What is Joule Financial's most common email format?

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Joule Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Joule Financial email formats with LeadIQ.

How many employees does Joule Financial have currently?

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Joule Financial has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Joule Financial's key employees and leadership?

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As of February 2026, Joule Financial's key employees include:

  • Coo & Director Of Financial Planning: D. C.
  • Advisor: L. G.
  • Operations Associate: V. B.
  • Support Advisor: A. D.
  • Financial Planner: A. H.

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