Joel Zerbe


Registered Investment Advisor | Principal

Joel met his wife Amanda in high school chemistry class. Both grew up in the west valley and love living in Arizona. They reside in a small farming community near the White Tank Mountains. Joel and Amanda are proud parents to four wonderful children: Abbie, Aaron, Ellie, and Tate.

Joel is a dedicated financial professional with a passion for serving both his community and clients.

Joel's served as a public safety communications officer for five years at the Surprise Police Department. While there, he demonstrated commitment to community well-being. He transitioned to the financial sector in 2013 as a Financial Advisor with Edward Jones. In 2020, he partnered with Brandon Klippel. Together they own Vista Cima Wealth Management where they help families and individuals achieve their financial goals.

Beyond his professional life,

Joel is dedicated to his family. His favorite pastime is attending his wife and children's sporting events and musical performances. Whether it's cheering from the sidelines at a basketball game or applauding at a musical number, Joel takes pride in his family's passions. Joel also finds fulfillment by being involved with his church. There he engages in ongoing opportunities that allow him to serve others.

Joel enjoys playing Pickleball and hiking, the outdoors brings him peace and rejuvenation. You‘ll often find him tending to his chickens where he appreciates nature's simplicity.