Joan’s number one priority as an Investment and Wealth Advisor to families, businesses and non-profit organizations is to build long term financial plans with the right investments that fit their life goals. Setting goals is only the start. Making sure you reach your goals is the key difference with her investment approach.

My Five Beliefs

1. I believe in a comprehensive wealth management approach that incorporates personal financial planning, insurance, will and estate planning.

2. I believe business owners need a personalized investment approach that includes tax minimization, insurance risk mitigation and maximizing retirement pension income.

3. I believe successful individuals and families need ongoing help to maximize after tax income and manage long term multi-generational wealth.

4. I believe in the benefits of asset allocation

5. I believe my principle goal is to significantly impact the lives of my clients by taking the weight of wealth management off their shoulders.

Recent Posts

kayaker navigating the rapids

Can this volatile stock market regain momentum?

May 13, 2022 | Kelly Bogdanova

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

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Audio commentary: Where we are today, and where we might be headed

May 12, 2022 | Tylar Lunke & Michael Schuette

A discussion of market activity, diversification’s recent pitfalls, and how to keep a long-term view in periods of volatility.

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federal reserve building

Is there more to Fed policy than taming high inflation?

May 06, 2022 | Thomas Garretson, CFA

Fed Chair Jerome Powell struck some surprisingly dovish notes this week. We look at the implications against a backdrop of economic uncertainty.

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