Joan has used her expertise in case analytics to provide the clients of the firm with the advanced case design work which they have grown accustomed to. Having honed her skills in Excel, she has been integral in the development of many of the firm’s technical solutions to the complex problems of wealth transfer and business transition. Her knowledge of product has allowed her to design singular solutions to unique client situations along with advanced case design.

Joan has been apart of our firm since 1987 and has a long-standing relationship with many of our clients. She provides service to both our individuals and business clients. She stays on top of the constant change in carrier products, so we can offer and show our clients products which meet both their current and future needs. Life insurance is not a one size fits all, carriers and products are vital in making recommendations to our clients. Underwriting from both a financial and medical standpoint is a key component in recommending a carrier and Joan has many years of experience and relationships with our carriers to recommend the best fit.

Joan enjoys playing golf with Eddie, her husband and high school sweetheart. They have three grown children and seven grandchildren who affectionately refer to them as Rocky and Lala.