Financial Planning Administrator
Clients know we’ve helped them because I go the extra mile to make sure they have more than what they need. I aim to have a listening ear and to be sensitive to our client’s real needs.
100% of my background is in the financial sector: I augmented a bachelor’s degree in general studies concentrating in Management with a Master of Business Administration including a certificate in Investment and Finance. I have completed the American College CFP® Certification Curriculum, an educational component in the CFP Boards of Standards CFP® Certification program. I also hold my Arizona insurance license for Life Accident and Health.
I cut my teeth working at non-profits handling their budgeting and providing financial assistance. Then I advanced through positions at the ivy league college institution, Dartmouth College, to Financial and Department Manager. For over twenty years I prepared tax returns and became a federal registered tax return preparer. Finally transitioning to the financial planning firm Wadsworth and Hansen, I provided financial, investment and retirement planning consulting. My career continues at Yuma Investment Group as Financial Planning Administrator, completing financial plans, social security analysis’s, Riskalyze, and insurance packages.
I am a proud member of the American Business Women’s Association.
I am married with a blended family. Having moved to Yuma AZ from New England area, I am still establishing new hobbies. I love gardening, spending time with my adult children, and with family.
GETTING TO KNOW JOANNE
Favorite food: Whoopie Pies
Hidden Talent: Zone 4 Perennial Landscaping Queen
Something on my bucket list? Retirement
What motivates you? Being respected, valued for my opinion, told I’m appreciated, and paid well.
Biggest accomplishment? Moving out of the cold north east to the sunny west coast.