Joan became a CERTIFIED FINANCIAL PLANNER™ professional because, “I believe in financial planning! Everyone can benefit from growing, protecting & passing assets on to their beneficiaries. Everyone can benefit from understanding how to reduce their taxable income, and everyone can benefit from putting together a plan to prepare for their retirement.”Joan works with a diverse group of clients, supporting them with their investment and cash flow needs, retirement planning goals, tax, and estate planning needs. She also specializes in IRS-qualified retirement plans and helps employers set up and administer 401k plans and educates them on their fiduciary responsibilities.

When she’s not working, Joan enjoys bicycling and gardening. She gives back to her community doing volunteer work for various environmental organizations, including participating in her local community’s annual bike-a-thon fundraiser.

Joan holds the following designations and registrations held through LPL Financial: Designations: CERTIFIED FINANCIAL PLANNER™ professional and Certified Plan Fiduciary Advisor (CPFA).

Licenses: Series 66, 63, 7, 24 ,26 (all securities registrations are held through LPL Financial)