Yoel joined Upstate as our Associate General Agent in the New York tri-state area. Prior to becoming part of the Upstate team Yoel has been in the financial services profession as a personal advisor to his clients since 2000. In addition to his Yeshiva studies Yoel has obtained his CLTC certificate and has gone through the complete CFP program with the American College as well as his Series 7, 63 and 65 licenses. His current responsibilities include Business Development, Marketing and Financial Professional consulting.

Outside of work Yoel is very happily married and the proud father of twin boys. Yoel dedicates a significant amount of his time to various activities for individuals facing various physical challenges in their lifetime, as a lifetime wheelchair user he uses his experience to help others achieve their maximum, hence Yoel and his wife Rachel have started Project YYRY for individuals with physical challenges. Yoel and his family live in Rockland County.