Joel Niese joined Donaldson Capital Management in February 2023 and serves as a Lead Investment Advisor.
Joel grew up in a small town in Northwest Ohio. He graduated from The Ohio State University in 2001 with a Bachelor of Arts in Communication. He worked in college ministry for ten years with Cru and Christ Community Church at Indiana University and received his Master of Divinity in 2009. Following ministry, Joel worked as a physician recruiter with practices across the country but later found his passion in helping families with their financial planning needs. He served as a Financial Advisor for six years as a client relationship manager for the brokerage and trust divisions of German American Bank.
Joel met his wife, Meagan, at a coffee shop in Columbus, OH. They live in Bloomington, IN with their daughter, Sara, and twin boys, Isaac and Xavier. He currently serves as President of the Board for the Hoosier Hills Estate Planning Council. Additionally, he serves on several local finance committees and sits on the board of two non-profits. Joel also volunteers with career coaching at the Indiana University Kelley School of Business.
Joel and his family attend Christ Community Church in Bloomington and are actively involved in children’s and youth ministries. Outside of the office, he enjoys hosting parties with family and friends, exercising, pickleball, hiking, watching football, billiards, and traveling.