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Building relationships contributes to a successful and healthy office environment; and connecting with others is Joanna’s favorite part of her job in compliance. As the Agency Supervisory Officer, Joanna contributes to the strength of the agency by helping our Financial Professionals maintain a successful business built on ethical and thoughtful practices.
Joanna started in this industry in 2017 as an Assistant to a Financial Advisor. She has learned a lot since those first years and appreciates the variety of challenges her role provides and the opportunity to consistently learn new things.
Joanna has a bachelor’s degree in communications from Brigham Young University. Her and her husband’s education and career paths have taken them to several locations in the country, but they’re Westerners at heart and have been in Idaho since 2011. Joanna and her husband love being outdoors and exploring with their three boys. Whether it’s day trips in Idaho or branching out to other states and countries, she loves taking in new places and cultures.
CRN202806-8884849
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Brigham Young University (1999-2002)