JoAnna has been in the financial service industry for over 20 years with a rich background, and is a valued member of our team for many years serving multiple capacities.
In her tenured career, JoAnna’s experience includes; the stock trading desk, bond trading desk and service on a compliance team. JoAnna also served as a Registered Sales Assistant and ran her own practice for several years.
JoAnna loves her career and strives daily to give superior service to our clients and our peers.
JoAnna is registered to offer securities through SagePoint Financial, Inc.