In her role as Administrative Associate, Joelle provides administrative support to our team and specializes in assisting our advisors with all aspects of professional services to our clients.
Joelle has been assisting Financial Advisors since 2007, when she began her financial services career. Her passion for the industry has led to a vast knowledge base of operations, logistics and protocol for financial institutions. She thoroughly enjoys providing a superb client experience and improving our system of delivering exceptional client service.
Joelle lives in Olympia, Washington. In her free time, she enjoys running, gardening, and spending time with her friends and family.