MEET JOE

Joseph Bethel

FSCP^®

Financial Adviser

Joseph Bethel is a Financial Adviser based in Ankeny, Iowa. He has been serving clients in the financial services industry since 2021 and holds the Financial Services Certified Professional (FSCP^®) designation.

Joseph works closely with individuals, families, and business owners to help them build strategies that protect what matters most and support long-term financial confidence. His areas of focus include life insurance planning, retirement planning, wealth management, and business succession strategies. He takes a thoughtful, client-centered approach, working to understand each client’s goals and tailoring solutions that align with their personal and professional needs.

Joseph is committed to ongoing education and professional development, allowing him to provide guidance that reflects both industry best practices and the evolving financial landscape. Through disciplined planning and clear communication, he strives to help clients make informed decisions and move forward with confidence in their financial future. Joseph is married to his wife Kari, and they have two sons together, William and Wyatt. They are born and raised in Ankeny, Iowa where both their families reside today. He enjoys spending time with family, golf, cooking and being involved in the community.