Joanna joined MONECO in 2022. She began working with Acorn Consulting in 2004 to assist with all areas of client service. Her careful attention to clients’ needs continues to strengthen long-lasting client relationships. After earning an undergraduate degree in psychology from Ramapo College of New Jersey, Joanna continued on to complete the financial planning certification program at Fairleigh Dickinson University and holds her insurance licenses. Since becoming an Investment Advisor Representative in 2014, Joanna is an integral member of the Acorn team, focusing on planning and financial education for new and existing clients. Understanding that retirement planning is an important and complex issue, she earned the Retirement Income Certified Professional® designation from The American College in 2017 to help our clients pursue their individual retirement goals. Later that year, Joanna went on to become a CERTIFIED FINANCIAL PLANNER® professional. As Director of Client Services, Joanna is responsible for maintaining a high level of personalized advice and service for all of our clients.
Get to Know Joanna...
Favorite part about working at MONECO: Working amongst a team of professionals with various skill sets who share the same objective; to help our clients pursue their goals
Favorite thing to do outside of work: Playing with my kids, dining out with friends, Sunday dinners with family & weekend getaways with my husband
What I enjoy most about what I do: Our clients are very important to me and I enjoy acting as a resource to make sure all of their questions are answered
Biggest challenge: Learning all of the new systems and technology and how they can benefit our clients
Quotation: “The most difficult thing is the decision to act, the rest is merely tenacity" - Amelia Earhart
Vacation: Alaska cruises, Napa Valley, and the Jersey shore
TV Show: The Good Wife and Downton Abbey
Music: Alternative rock
Sports Team: Yankees