As a Client Service Specialist, Joelle plays a key role in supporting our team, specializing in assisting our advisors with all aspects of client services.
With nearly twenty years of experience in the financial services industry, Joelle has developed a deep expertise in office operations, logistics, and best practices within various financial and investment advisory practices.
Her passion for the industry drives her to continually enhance the client experience, ensuring that every interaction is seamless and exceeds expectations. Joelle is dedicated to refining our processes and delivering exceptional service to our clients.
Joelle lives on the West Coast with her spouse; they have a son who is currently in college. In her free time, she loves reading, gardening, and going to the beach. She has an appreciation for art and is always keeping an eye out for something interesting to take home!