Money where it matters
Helping you grow, save, and achieve your goals.
Helping you grow, save, and achieve your goals.
Whether you run a small business, a practice, or have something bigger in mind, we’re here to help.
From financial planning to insurance protection, Numerica Financial Services provides it all.
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Learn more
Resources to propel your financial wellbeing.
By volunteering, donating, and investing, we help children and families thrive.
Chief Financial Officer
Joel believes strong financial leadership starts with purpose: creating lasting value for members, employees, and the communities served by Numerica Credit Union.
As Numerica’s Chief Financial Officer, Joel oversees the organization’s finance, treasury, accounting, legal, and risk functions. With more than 30 years of experience in the credit union and banking sectors, he helps Numerica grow with intention and invest in what matters most: its members.
Before joining Numerica, Joel held CFO roles at 1st Capital Bank, Liberty Bay Credit Union, Liberty Bank, Charter Private Bank, and First Federal Bank. He has led financial transformations, guiding organizations through growth and change, always with a focus on stability, transparency, and member value.
At Numerica Credit Union, Joel uses his experience to:
Joel holds a master’s degree in finance from Seattle University and a bachelor’s degree in economics from Whitman College. Born and raised in Central Washington, Joel has built his career across the Pacific Northwest, New England, and California’s Central Coast. Outside the office, he enjoys the challenge of the golf course, the delight of the kitchen, and the excitement of taking on new adventures.