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Office Manager & Event Coordinator

“Experience, Expertise, and a Personal Touch”

Way Financial’s team: Dedicated professionals committed to your financial well-being.

Joel Balli

Office Manager & Event Coordinator

With over 13 years of experience in the banking and financial services industry, Joel Balli brings a wealth of expertise to his role as Office Manager and Event Coordinator at Way Financial. Joel’s career spans both management positions within financial institutions and a solid foundation in the title and escrow industry, where he worked for three years before joining the Way Financial team.

Throughout his career, Joel has developed a deep understanding of financial operations, client relations, and the critical importance of efficient, well-organized operations. His current role at Way Financial allows him to combine his passion for leadership and event planning, ensuring that both the internal operations and client experiences run smoothly and seamlessly.

Outside of his professional life, Joel is a dedicated family man, enjoying quality time with his beautiful wife and three children. Whether hosting game nights, watching family movies, or savoring his wife’s delicious homemade sourdough bread, Joel cherishes the simple joys of life surrounded by close friends and family.

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