Joel Lake

Joel Lake 2017-05-18T22:54:57+00:00
Joel Lake
Joel LakeCPA, Shareholder

Services: Tax, Accounting, Business Consulting, Wealth Management

Professional Overview

Joel provides accounting, assurance, tax planning and business consulting to closely-held businesses and their owners. Joel joined JMF in 1993 and became a shareholder in 2004.

In 2014, he joined JMF Capstone Wealth Management where he serves as a Wealth Advisor and Chief Compliance Officer. In that capacity, he works with individuals, families, and organizations to plan for their financial and life goals.

Education, Credentials and Special Training
Certified Public Accountant-Alabama
B.S., Accounting, summa cum laude, University of Alabama

Professional Affiliations

American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants

Civic and Community Activities
Treasurer and Board Member, Boy Scouts of America Black Warrior Council
Professional Advisory Board, University of Alabama Culverhouse School of Accountancy
Board Member and Past President, Tuscaloosa Civitan Club
Member and Past President, Tuscaloosa County Chapter of Alabama Society of CPAs
Past Chairman, Tuscaloosa Adopt-A-School Steering Committee
Past President, Mental Health Association of West Alabama
Member, First Baptist Church of Tuscaloosa
Graduate of Leadership Tuscaloosa