Qualified Associate Financial Planner (QAFP), Wealth Coach
JoAnne has an enthusiastic approach to financial planning which is best summarized as “seek first to understand then the be understood”. JoAnne’s work with self-employed individuals and their families has taught her that each of her clients will have a unique story that needs to be heard and recognized. The customized financial plans that JoAnne creates makes her client’s individual goals a priority.
She started in the financial industry in 2016 and continues to build on her current industry education and knowledge by pursuing her CFP (Certified Financial Planner) Designation.
When JoAnne isn’t working, you’ll find her at home on her rural homestead where she embraces the chaos of a full life there with her husband and their five kids. Between their dogs, cats, chickens, three pet pot-belly pigs, and all the wildlife around their pond, there’s always an adventure to be had. She considers it to be a great day when she can end the day beside the campfire.
I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.
― Maya Angelou