We’re excited to spotlight Joanne Smith, a valued member of our team with over eight years of experience in the financial services industry. Joanne brings a thoughtful, organized approach to her work and thrives in collaborative environments where attention to detail and teamwork make a difference.
One of Joanne’s favorite parts of her role is working closely with clients and building meaningful, personal relationships—something she believes is essential to great service.
Outside the office, Joanne is inspired daily by her two children: her son, Preston, who serves in the U.S. Air Force and is currently stationed in Alaska, and her daughter, Linnea, who is pursuing a Bachelor of Science in Game Development. In her free time, Joanne enjoys reading, DIY projects, gardening, supporting local charities, and spending time with her sister and her golden doodle, KJ.
We’re grateful to have Joanne as part of our team and appreciate the care and dedication she brings to our clients every day. Stay tuned for an updated photo coming soon to the website!