
Outside of work, Joanna balances her dedication with joy—embracing her role as the “fun aunt” to her nieces and nephews. She also values rest and stillness, often found reading on her patio, journaling, spending time in nature, or baking sourdough. Joanna is married to Grant, and they enjoy spending time outdoors together.
Best Advice She’s Ever Received – “You can’t do a kindness too soon because you never know how soon it’ll be too late.” – from her dad
Advice to Her Younger Self – “Don’t stress about being perfect.”
Why she loves working at GIA – “I love working for a company that cares deeply about people—whether it’s employees, clients, or vendors!”
Favorite books:
When Breath Becomes Air by Paul Kalanithi
James (the Bible)
Nothing to Prove by Jennie Allen
how to hire us

STEP 1
schedule your intro call
Reach out to us to schedule a complimentary introductory call. We’ll discuss your financial needs and goals and together, we can decide if our services are best tailored to your needs.

STEP 2
meet with a CFP® professional wealth advisor
In a free consultation, one of our advisors will discuss managing your investments and get a better understanding of your current financial situation and retirement goals. We’ll also explain how we can partner to create a personalized financial plan and guide you as you pursue a meaningful retirement.

STEP 3
achieve your retirement goals
Once you have decided to move forward with our services, our team will get to work on designing your retirement plan and implementing your wealth management goals so you can enjoy peace of mind and focus on living your life, confident in your journey towards a secure financial future.