Joanna is the Client Relationship Manager who partners closely with Erik to ensure every client feels supported, informed, and cared for throughout their financial planning journey.
With more than a decade of experience providing high-level administrative support in law firms—assisting multiple attorneys, managing complex workflows, and maintaining precise documentation—Joanna brings a rare combination of professionalism, reliability, and care.
She handles scheduling, email communication, research, data organization, reporting, and day-to-day operations. Behind the scenes, she keeps everything running smoothly.
Joanna lives in Arizona with her family and enjoys reading, discovering new coffee shops, and spending quality time with the people she loves.