A trusted expert in book management and tax-efficient financial planning, Joanna uses her CPA designation to develop tailored strategies to help clients grow and protect their portfolios while optimizing tax implications. With a deep understanding of financial analysis and wealth management, she provides insightful guidance to ensure long-term financial success. Backed by more than 30 years of experience, Joanna combines expertise and strategic vision to support clients in achieving their financial goals.
Joanna resides in Kernersville, NC with her husband, Graham. They are the proud parents of three children: Julianne, Jonathan, and Ethan. When Joanna is not working, she enjoys traveling, scrapbooking, and spending time with her family. She is also an active member of her church and volunteers with Awana Ministries.