Joanna joined Vantage Point Financial in 2019 as a Client Services Manager. While learning about financial planning from David and Ashley, Joanna returned to school and completed her Bachelor’s degree (summa cum laude) from Boston College in 2023.
Before joining Vantage Point Financial, Joanna enjoyed a career of over 12 years in management, recruiting, and leadership consulting roles. Joanna believes that financial planning should be the foundation for every financial and investment conversation, and works with each unique client with this principle in mind. Joanna holds her FINRA Series 7 and NASAA Series 66 licenses.
Education:
- Bachelor of Arts, Concentration in Communications
- Boston College, Chestnut Hill, MA
- University of North Carolina at Charlotte, Charlotte, NC
- Wingate University, Wingate, NC