Joan's primary responsibility is to maintain a professional and organized environment that allows Bob and Holly to dedicate their full attention to their clients investment planning and management needs.
With more than twenty years of customer service experience, Joan handles the administration of accounts and office operations. This includes the opening of new accounts, updating account information and managing account transfers.
Joan is a graduate of the University of Toledo and is often hunting treasures at estate sales or visiting local art shows. Joan enjoys reading, gardening and spending time with her adorable grandchildren.