Joanne was employed in the field of education as a Teacher, then as a Social Worker, School Psychologist and School Administrator for a number of years before she became a Financial Advisor 33 years ago. Since then, she has been associated with Waddell & Reed which subsequently, was purchased by LPL Financial in 2021. Joanne continues to serve the financial planning, investment & insurance needs of individuals and families. Among several areas of financial interest are retirement strategies, wealth accumulation, and educational funding for college.
Educational Background:
- B.S. in Education
- M.S.W. in Social Work
- M.A. in Psychology
- Ph. D. in Public Policy Analysis