Joan began her career in the financial industry in 2022 as a sales assistant, transitioning to an associate advisor in 2024 with Cetera Investment Services. In 2025 Joan has been promoted to Financial Advisor serving a select group of clients. She holds the Series 7, Series 66, and insurance licenses.
Joan finds joy in serving her client’s current needs, hearing their stories, and empowering them to build for their future needs and wants.
Outside of work, Joan enjoys walking with her dogs, fishing with her husband, reading with her book clubs, and nurturing her creative side with arts and crafts.