About Us"With the highest credentialing available for a financial planner, I bring to a client relationship the expertise necessary to accurately address financial objectives, while still maintaining the approachability, honesty and candor expected from a friend." Authenticity, Trust, and a Personal Connection What Sets Us ApartWe place our financial planning and investment advisory clients' interest above our own when making and implementing recommendations. We work with a variety of the nation's top asset management firms. Because we are not restricted to one company's particular set of financial products, our ability to provide you objective and unbiased advice is enhanced. We are an intentionally-designed boutique practice able to offer sophisticated, unique solutions with a focus on providing a "personal touch." We consider central to every decision in our practice two primary considerations: providing the highest level of care possible to our clients and a judicious attention to detail. We value extensive continuing education and expertise in sophisticated financial strategies. We are results-oriented. We will work diligently with you to implement recommendations and regularly monitor your plan's performance. How We Engage With ClientsEvery person has unique financial needs and goals. Our mission is to help each client make progress toward their ideal financial future. As you grow and your needs change, we maintain an ongoing conversation to determine how we can best benefit you. We offer three levels of service when working with clients: Financial Empowerment ProcessSMOur Financial Empowerment ProcessSM is a uniquely personal, comprehensive approach to financial strategies. Through a series of conversations, we learn about you, discuss your life goals, and develop a strategy tailored to your specific objectives. Then, we can implement your strategy and consult with you to keep it on track.  Our Financial Empowerment ProcessSM is a uniquely personal, comprehensive approach to financial planning that always puts your interests first. Current Situation & Goal AssessmentWe start by learning about you—who you are, your specific wants and needs, and what it would take for you to live life to the fullest with no financial worries.  Strategy DevelopmentWith a firm understanding of your financial situation and life goals, we partner with you to develop a sound strategic approach designed to accomplish your objectives. Selected from a wide array of options, our recommendations seek to add value and improve upon your current strategy. Implementation & ReviewWe work with you, as well as with your tax and legal professionals, to implement your personalized financial strategy. Then, in consultation with you, we review your progress and make adjustments as market conditions and objectives evolve. Our Financial Empowerment ProcessSM provides you a framework to realize the future you desire and a clear view of your path forward. Then, we continue to support you with ongoing guidance to keep you on track toward a confident financial future. Meet Our Team
Joel Field, CFP®, CLU®, LUTCF® | Founder and Financial PlannerJoel M. Field III founded Field Financial Strategies as a boutique financial practice out of an overarching desire to help empower friends and clients to live life to its fullest and confidently pursue their goals, without worry about finances. As a CERTIFIED FINANCIAL PLANNER®, Joel works extensively with business owners, professionals, entrepreneurs, and executives around the country. Joel’s trademarked Financial Empowerment ProcessSM is a comprehensive approach to developing tailored financial strategies that enable clients to work towards their financial goals. Joel is highly qualified to address the needs of clients in the areas of comprehensive financial planning, investment management, retirement planning, estate planning, insurance planning, and business planning. Strategic ResourcesAs a boutique practice, Field Financial Strategies is independently owned and operated. With offices in New York City and Columbus, OH, Joel provides clients throughout the country with sophisticated financial strategies that are tailored to their unique needs. While maintaining the boutique nature of Field Financial Strategies, Joel serves his clients by leveraging the resources of a wide network curated from among the nation’s top asset management and insurance firms with expertise in financial planning analytics, advanced planning needs, investment alternatives, insurance options, and asset management services. Honors / Accomplishments
Council is an annual New York Life recognition program based on agent production from July 1- June 30. EducationJoel was raised in Dublin, OH, earned a B.S. in Business Administration in Finance from the University of Louisville in 2004, and was awarded the 2004 Financial Executives International Award by Louisville’s business leaders for "demonstrating outstanding performance and potential for leadership." Joel then proceeded to earn a Master of Divinity degree from Seminary at Cincinnati Christian University in 2007. Upon obtaining the Master of Divinity degree, Joel re-entered the financial field as a financial adviser to help financially educate and equip individuals for success both in the present and in the future. Giving Back to the CommunityJoel's commitment to community involvement spans over a decade and a half, with notable leadership roles in impactful organizations. From 2018 to 2024, he served as Chairman of the Board of Directors of The Family Center, based in New York City, ending his decade-long tenure after also serving as Vice-Chairman from 2016 to 2018 and as a Board Member from 2014-2016. The Family Center works to serve economically-insecure individuals and families encountering a crisis, providing a path to healing, stability and a fulfilling future. During his time as Chairman of the Board, Joel worked to initiate a strategic financial plan for the organization. Developed under his guidance, this strategic plan clarified the organization’s mission and vision so that the organization could maximize its impact in creating a more secure present and future for children and individuals in need. During Joel’s time as Board Chair, The Family Center saw a meaningful increase in fundraising, with revenue growing by nearly 50%. This further empowered the organization and its ability to help many more children, families, and individuals in need. In addition to his work with The Family Center, Joel contributed his time and expertise serving on the Board of Directors of the Legacy Fund of the Columbus Foundation from 2011 to 2015. In this role, he was instrumental in managing the endowment fund's focus on serving Central Ohio, leaving a lasting impact on the well-being of disadvantaged portions of the community. PersonalIn his personal life, Joel is a devoted husband and proud father. He cherishes spending time with his family, whether it's reading to his son, enjoying beach outings together, or sitting down to play an old-fashioned board game. Beyond family, Joel finds joy in music, painting, and travel. His love for music began in childhood and has grown into a deep appreciation for various genres, especially live performances. An avid traveler, Joel loves exploring new places, meeting people, and immersing himself in different cultures. Some of his favorite and most-memorable experiences are visits to Italy and Israel, participating in an archaeological dig in Jordan, backpacking around China before graduate school, and exploring the complex cultural and historical heritage of southern Spain. During one of his trips to Spain, Joel discovered a newfound love of Rioja wines. Now, when he wants to relax in the evening with a good glass of wine, a Rioja is his first choice. When he has an open day, Joel enjoys taking the opportunity to spend time at his easel with paintbrush in hand, painting scenes inspired by nature. Beaches and landscapes are his favorite scenes to paint. Taking time for family, music, painting, and travel brings Joel moments of peace and reflection and provides a counterbalance to his busy life. The simple pleasures are what make life truly extraordinary!  Samuel E. Strum, CFP®, ChFC® | Financial PlannerSamuel E. Strum (Sam) is a Financial Planner on the Field Financial Strategies, LLC advisory team. As a Financial Planner, Sam believes in empowering his clients to take ownership of their lives in pursuit of their goals and assisting them in achieving financial independence. His passion in this area developed when he worked in New York City’s Broadway theater industry. Working with artists and entertainment professionals, he realized that many lacked financial literacy and sought trustworthy financial guidance. In response, Sam pivoted to a career as a Financial Planner to provide financial direction to those working to achieve their financial goals. As a Financial Planner with Field Financial Strategies, LLC, Sam works with professionals, business owners, and successful creative individuals to evaluate their current situation and design a course to help them accomplish their goals. Strategic ResourcesSam serves his clients from around the country by leveraging the resources of a wide network developed from among the nation’s top asset management and insurance firms with expertise in investment alternatives, insurance options, and asset management services. Honors/Accomplishments
EducationHailing from Houston, TX, Sam earned a B.A. in Plan II Honors from the University of Texas in 2014, graduating with Higher Honors and Phi Beta Kappa. The Plan II Honors degree is an advanced Liberal Arts degree in which Sam was required to write a thesis. For his thesis, Sam focused on the viability of commercial musical theater in Mainland China. PersonalIn his personal life, community involvement is very important to Sam. As an active member of the Jewish community, he serves on the Marlene Meyerson JCC’s young professional board, organizing social and cultural events for the young professional Jewish community. In addition, Sam continues to be involved in musical theater, his longtime passion, as co-creator and producer of the cabaret show Broadway Goes A Cappella, and as line producer for several new musicals produced by the New York Theatre Barn. Lastly, as a passionate traveler and foodie, Sam and his fiancée love traveling and exploring different cuisines from around the world.  David Tucker, RICP® | Financial PlannerDavid Tucker is a Financial Planner on the Field Financial Strategies advisory team. A Texas native, David started his career in financial services in 2014 in Austin before moving to the Hudson Valley area just north of New York City. David assists clients with all areas of their financial planning, providing comprehensive support throughout each stage of their lives. Through advanced coursework, he has earned the designation of Retirement Income Certified Professional®. With this knowledge, he helps clients who are near or in retirement create plans to make sure their savings last, giving them greater peace of mind during retirement. Strategic ResourcesDavid supports clients nationwide by utilizing the resources of a well-developed professional network around the country. He believes that leveraging various expert opinions in all areas of financial services leads to the best outcomes for his clients. Honors/Accomplishments
EducationDavid earned a BBA in Business Administration at Texas State University in 2013. During his time in college, David served in multiple leadership roles in both professional associations like American Marketing Association & ENACTUS in the business school as well as in social organizations. He remains an active alumnus of the Sigma Chi Fraternity. Giving Back to the CommunityDavid has a passion for helping others and embodies a “give first” philosophy that he generously shares with his clients and community. He participates in numerous nonprofit service projects annually, such as the Hill Country Ride for AIDS in Austin, and actively seeks new ways to serve his community. Additionally, David is involved in advocacy work with the National Association of Insurance and Financial Advisors (NAIFA) at both the state and national levels. Through this work, he advocates for favorable legislation that benefits his clients and the broader community, ensuring their financial well-being is protected. PersonalIn his free time, David enjoys active outdoor hobbies like hiking with his dog Dewey, cycling, and visiting National Parks around the country with his wife Allysa. He is also passionate about personal fitness, ensuring he stays active and healthy. David and Allysa love international travel. They enjoy exploring new cultures and destinations, and sampling local beers wherever they go. They appreciate the unique flavors and traditions each place offers.  Lisa Misuraca | Office ManagerLisa returned to the workforce in 2011 after starting a family to work with Financial Planner Joel Field. Currently, she is the Office Manager for Field Financial Strategies. Lisa graduated from the Indiana University Kelley School of Business with a B.S. in Business Management and Organizations. Prior to coming to work with Field Financial Strategies, Lisa had extensive professional experience in the fields of corporate Training and Development, International Human Resources, and Recruitment. In her personal time, Lisa is raising four children, actively volunteering in her community, and enjoys traveling, and cooking. She is a member of the Columbus Mothers of Triplets group and an involved parishioner at St. Joan of Arc Catholic Church. She enjoys supporting her four children in their various sports activities.  Nick Ardner | Registered Service AssistantNick Ardner is a Registered Service Assistant on the Field Financial Strategies, LLC team. While born in Ohio, Nick went west to Laramie, Wyoming to study Biology with an emphasis in Molecular Genetics. Nick worked in the scientific community after graduation for almost 15 years, then transitioned into a career in financial services after seeing how insecure many people are when planning for the future. Nick lives in Westerville, Ohio with his wife, Katrina, and his son, Frankie. Nick is an Assistant Coach at Worthington Kilbourne High School with the girls’ basketball program and has been coaching in Worthington for over 14 years. In addition to family and basketball, Nick loves to play most sports, but his favorite is golf. The Ardners attend New Life Church in Gahanna where Nick volunteers in the KidzLife ministry.  Kara Davidson | Registered Service AssistantKara joined Field Financial Strategies in 2017. She graduated summa cum laude from Franklin University with Bachelors in Business Administration and Management. She has experience in management, office administration, human resources, and the retail industry. Kara is married with three daughters and can be found on the sidelines of a soccer field or basketball court almost every weekend. Dancing, mowing the grass and other yardwork are some of her favorite things to do. She also loves to clean and take on organizational projects, as well as to travel and explore new places. In retirement, she hopes to become a sommelier and travel Europe.  Traci Wisard | Executive AssistantTraci joined Field Financial Strategies in the fall of 2021 after spending 20 years in the medical field focusing on education and insurance billing. She graduated with honors from Otterbein College with a degree in Organizational Communications. A lifelong resident of Central Ohio, Traci loves being in the heart of it all and raising her two daughters with her husband, Jeff. If she’s not in a gymnasium or auditorium watching her girls, Traci enjoys reading in the hammock, hanging out on a patio with family and friends, volunteering with a local foster child organization and saddling up a horse as often as life allows. Recognized by Forbes
Forbes Best-In-State Financial Security Professionals, 2024We are thrilled to announce that Joel Field has once again been recognized by Forbes, in the Best-In-State Financial Professionals list for 2024. This fourth consecutive recognition by Forbes reflects Joel's dedication to excellence and commitment to providing outstanding service to his clients. We are incredibly proud of Joel for achieving this honor! Forbes Best-In-State Financial Security Professionals, 2023For the third consecutive year, Joel Field, our Founder, has been recognized by Forbes, securing the prominent #16 spot on the 2023 list of Top Financial Security Professionals. This prestigious accolade serves as a testament to Joel's unwavering commitment to his clients' financial security, as well as his exceptional expertise in the field. Congratulations to Joel on this well-deserved achievement! Forbes Best-In-State Financial Security Professionals, 2022Once again recognized for excellence among peers in his profession, Joel Field was ranked by Forbes as #20 on their 2022 Best-In-State Financial Security Professionals for his work in New York City! Joel is honored to be named to this prestigious list of the top professionals in the field. Forbes Top 250 Financial Security Professionals, 2021We are honored that our Founder, Joel Field, was named on the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. Joel entered this industry to help his clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that he does for his clients. For additional details about the recognition, click here. Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/ Our Advanced Planning ResourceThe Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy. Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors. Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives. This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept. The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies. Our ValuesIntegrity We walk our talk. Honesty We are forthright and transparent. Continual Education We strive to always be learning, growing and improving. Humanity We sincerely care about people and value their wellbeing. Thoroughness We strive to make sure we do not leave a stone unturned and pay close attention to detail. Our MissionOur mission is to empower you to live life to the fullest and confidently pursue your goals, worry-free about your finances. Our ObjectiveOur objective is to build with you a strong lifelong client/adviser relationship, in which we both are committed to working toward accomplishing your goals and objectives. Your interest is always upheld as the foremost concern. Our FocusWe advise highly successful professionals, business owners, and physicians around the country on the unique opportunities and challenges created by their success. To address the multifaceted needs of our clients, we invest significant time and resources cultivating the expertise demanded by complex financial situations. Like many of our clients, you may be creating wealth at this stage in your life. Or, you may be seeking to preserve what you have built. Whatever your objective, we will invest the time needed to cultivate a deep understanding of your needs and partner with you to develop and implement strategies to confidently accomplish your goals. Our InspirationWe are inspired by our desire to people life to its fullest, unbridled by finances. We pride ourselves on:
Level I: Defined EngagementsSome clients come to us with objectives that have clearly defined parameters and do not require a more comprehensive financial planning engagement. If you are looking to do something like roll over an account, establish a college fund, or set up life insurance, we do not need to charge a fee for a comprehensive analysis and financial plan. All we ask is that you keep us in mind if you know others who may benefit from our expertise. We are a referral-based business and we will strive to offer you, like all of our clients, a level of service and attention that encourages you to refer us to others. Level II: Comprehensive Financial PlanningOur financial planning clients are professionals and families who want to make sure they are on the right track for the future. When we work with you at this level, we consider the “bigger picture” of your financial world—your existing planning already in place, your retirement plan, income protection strategies, tax mitigation, insurance protections, and other aspects of your financial picture that affect your ultimate goals. With a firm understanding of your financial situation and life goals, we develop a comprehensive financial plan designed to set you on the right path to accomplish your goals and, then, are available to assist you in implementing the recommendations if you should so choose. Level III: Private Client ServicesFor clients who need a more robust level of ongoing planning, we offer continuous guidance, monitoring, and regular updates to your financial plan. Clients at this level have more complex wealth management needs—they might own a business, have substantial assets, or be navigating a situation that requires in-depth guidance, like the sale of a business or management of a large estate. Our Private Client Service includes annual updates to your financial plan, in addition to consistent monitoring and maintenance throughout the year, to ensure your financial world is always optimized according to your goals. We like to compare your financial plan to a road map. An up-to-date map will keep you on the right track for the whole journey, but if you use an out-of-date guide, you might not have a clear direction when it comes time to take a detour or navigate specific details. For that reason, we help you update your plan periodically as you grow and your life changes. |
Field Financial Strategies | Worthington, OH & New York, NY
Contact Us
420 Lexington Avenue, 15th Floor
New York, NY 10170
- E-mail address: joel@fieldfinancialatrategies.com
Field Financial Strategies | Worthington, OH & New York, NY
Contact Us
420 Lexington Avenue, 15th Floor
New York, NY 10170
- E-mail address: joel@fieldfinancialatrategies.com