Joanne is a Wealth Advisor with Yuma Investment Group Wealth Management and has been with the firm since 2018. Joanne moved to Yuma from the New England area where she worked for Wadsworth and Hansen Financial Planners. She serves on a team of advisors to a medical facility assisting staff with retirement plan reviews and student loan debt. She also worked seasonally for more than 20 years as a tax accountant.
Joanne has a special passion for serving the unique needs of women in the financial world as women face various obstacles when it comes to finances: being able to feel comfortable enough to ask for assistance, having confidence in their investing decisions, and managing financial curve balls thrown at them.
Not every woman has the same goals as other women and crafting a personalized solution can help make every life stage easier to encounter—and enjoy. She enjoys helping women be ready for what comes, whether it’s planned or unplanned.
Joanne has earned the Chartered Financial Consultant ® (ChFC®) designation from The American College of Financial Services, a prestigious accomplishment in the financial industry. Additionally, she has earned the Certified Divorce Financial Analyst ® certification from the Institute for Divorce Financial Analysts. From Plymouth State University she earned her Master of Business Administration in addition to obtaining a graduate certificate in Investment and Finance. Joanne earned her Bachelor of Science in Management from the University System of New Hampshire. She holds her Life & Health Insurance Producer certification. Joanne focuses on working with women and families and divorce clients for retirement and financial planning, social security analysis, and insurance needs toward building a foundation for a more financially sound future.
Joanne and her husband Paul live in Yuma. Paul is a mechanic and enjoys working on 1964-2004 quality American cars and trucks. They have adult children living on the east coast. Joanne is a member of the North End Rotary Club, American Business Women’s Association (ABWA), and Business Network International (BNI). She enjoys time with family, gardening, hiking, golfing, swimming, reading, and beach visits.
Contact Joanne at [email protected] or 928-329-1700.