JoAnn joined Vantage Point Wealth Management as its Client Services Manager in 2012. She comes to the firm with over 20 years of financial services experience, serving in various capacities at a large regional bank. JoAnn’s experience includes retirement services, investment operations and human resources management.
JoAnn is known for her consistent effort and has a reputation for outstanding service. She has a passion for problem solving and follows through to resolution. She brings a wealth of knowledge in business and retirement operations and always strives to provide a high level of service. She is dedicated to building a strong team and JoAnn’s primary goal is to make sure that Vantage Point consistently delivers a high level of service, in a timely manner.
JoAnn takes great care to get to know our clients and believes in an organization that is honest and ethical. She believes Vantage Point acts responsibly and is committed to helping each client do what is financially best for them and their situation. Her goal is to help Vantage Point grow its business through referrals from satisfied clients.
Several years ago, JoAnn formed her own company, Office Mechanics, to help small business owner’s bridge the gap between their existing business and their ideal business. JoAnn is a professional organizer and specializes in process management, office operations, and cash management.
JoAnn is currently a student at the University of St. Thomas, St. Paul, formalizing her training and experience with a degree in Business Administration. In addition, JoAnn is looking to expand her knowledge and become a para-planner and practice management specialist.
Away from the office, JoAnn enjoys spending her time with family and friends. JoAnn and her husband Tom have 2 children and 2 grandchildren. She enjoys watching baseball, hiking and traveling but there is nothing better than family dinner night or a vacation at the beach!