Joan joined HB Wealth in January 2025 after working with WMS Partners since May 2018.
In her role as Senior Client Service Associate, she manages a large number of clients on the team, with an ability to foresee and address potential issues before they escalate. She believes that the key to client service is keeping your word to the client, and she understands the value of building strong relationships with clients.
Prior to joining HB Wealth, Joan spent over 20 years with Wolters Kluwer (CT Lien Solutions) as a manager in Customer Service.
In her free time, Joan enjoys reading, movies, and travel.