Joel is a dedicated financial professional with over 15 years of comprehensive wealth management experience. As Wealth Advisor at Streamline Wealth, Joel is laser-focused on finding the most efficient and effective strategies to help clients reach their goals. He provides financial planning, portfolio design and analysis, and tax strategies for businesses, families, and individuals. Joel is passionate about understanding the details of the complex financial world and using his knowledge to simplify the client’s decision-making processes.

Joel began his career as a financial advisor in 2006 after graduating from Mercer University. Before founding Streamline Wealth, he most recently served as a vice president and financial advisor with Truist Investment Services, Inc. He is a certified financial planner™ professional andholds the Certified Investment Management Analyst® (CIMA) certification. Earlier in his career, Joel held esteemed positions with SunTrust Investment Services, Inc., Synovus Securities, and VALIC (AIG Retirement Services).

Joel and his wife reside on Saint Simons Island with their children. He is an active member of Community Church and serves on the executive board of the Boys and Girls Clubs of Southeast Georgia. In his free time, he enjoys time spent with family fishing, snow skiing, and traveling.

(P) 912.303.8194
(F) 912.257.4195
(E) [email protected]

*Not affiliated with NewEdge Securities.

Joshua is a Certified Financial Planner® with a long tradition of delivering financial solutions to his clients through holistic planning. Being in the wealth management industry for over a decade, Joshua has gained valuable experience in guiding clients through a proven financial planning process for the purpose of establishing, building, and protecting wealth. His areas of focus include cash flow optimization, risk management, investment advisory, tax mitigation, as well as business and estate planning.

As a Certified Financial Planner® professional, Crystal Groover, CFP®, ChFC® takes a holistic approach to financial planning and wealth management. With a “listen first” approach, she helps affluent individuals, families, and business owners define their unique goals and through a collaborative process develops thoughtful and tailored plans to help her clients achieve financial success and security. She specializes in areas that include cash flow planning, risk management, portfolio design and analysis, retirement planning, education savings, charitable gifting, and legacy planning.

Crystal graduated summa cum laude from the University of Florida and has spent nearly two decades in the financial services industry. Prior to becoming a financial advisor, Crystal held positions with industry-leading companies in investment banking, commercial banking, and corporate finance.

Her interests include international travel, trying new restaurants, and spending time outdoors with family. She lives in Milton, Georgia with her two young daughters and husband Mike, a commercial pilot.

Dane Cooper draws on over 20 years of financial services experience to provide his clients with a comprehensive financial planning process. He enjoys understanding their goals, priorities, and aspirations to generate a customized roadmap that delivers their financial success.

Dane holds a BBA from the University of Georgia (2003) and is a Certified Plan Fiduciary Advisor® (CPFA®). He appreciates that the growth of his practice is built upon the strong relationships he has with his family and business clients and their positive outcomes.

These outcomes are achieved by focusing on their growth in areas such as cash flow, risk management, and investment planning, leading to successful retirement and distribution outcomes. His clients realize the additional value of Dane’s process as he deliberately collaborates with the tax and estate professionals who are also working on their behalf.

Personally, Dane enjoys spending time with his wife, Stephanie, his son, Pierce, and other family and friends in Atlanta. He likes to stay active, cook, and travel to national parks or engage in anything sport related. Additionally, he loves going to the coast or the Caribbean to scuba dive, explore local restaurants, and relax.

Travis advises affluent clients through a comprehensive financial planning and wealth management process that continues to evolve after 18 years.

He focuses on working with families and businesses on everything from analyzing cash flow to complex estate planning situations. He enjoys working with nice families, getting to know them better over time, and transforming what begins as solely professional relationships into personal ones.

Travis graduated from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™. He lives on Saint Simons Island with his wife and three children, and in his free time he enjoys being with his family (preferably outdoors), being active, golf, fishing, and growing in his faith.

(P) 912.303.7930
(E) [email protected]

As office manager, Teresa oversees client relationships and day-to-day operations. She manages the development and delivery of our client experience and works hard to make each interaction a positive one. Teresa provides clients with the highest level of service possible.

She is a financial services industry veteran and maintains a Series 66 license. Prior to joining Streamline Wealth, Teresa served as a Registered Client Service Associate at Truist Wealth. Earlier in her career, she gained experience at SunTrust Investment Services.

In her spare time, Teresa enjoys spending time with family and friends, gardening, and walking the beach with her husband and her sweet dog.

(P) 912.303.8272
(F) 912.257.4195
(E) [email protected]

*Not affiliated with NewEdge Securities.