Many people have high financial goals but do not have the time or knowledge to make their plans work. I use my education and experience to help clients make the most of their hard-earned wealth so they can spend more time on the important things in life. Joanna's Focus: -Retirement income strategies for retirees and pre-retirees -Wealth building strategies for wealthy families and individuals -Corporate retirement plans such as a 401k I began working in the financial services industry in 2005 and joined Merrill Lynch Wealth Management in September 2013. As a Merrill Senior Financial Advisor, I want to help simplify the complexity in my clients' financial lives by providing advice and guidance based on goals-based wealth management principles. I do this by listening to my clients to fully understand their current situation and future objectives as well as potential concerns. My service-focused approach, combined with our financial strategies, enables my clients to concentrate on their priorities at each stage of their lives. My goal is to become a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success. Please connect with me if: 1. You are currently retired or near retirement and are seeking a retirement income plan 2. You are a business owner or executive looking for professional financial advice and guidance 3. You are a fiduciary of a retirement plan and would like to help make sure you are fulfilling your fiduciary responsibilities to your participants 4.You are a CPA or attorney looking to provide a resource for your clients My husband, Jonathon, and I live in West, TX with our three children, Luke, Adalyn, and Piper. In my personal time I enjoy running, reading, volunteering at the children's school, and spending time with my family. 