Joan serves as a Financial Advisor serving clients in all aspects of financial planning, investments, and insurance.
Joan began her career in the financial services industry in 1979. She began working for First National Bank of Omaha in 1990 in the Retail Division and joined First Investments & Planning in 2010. She has an extensive background in client relationships, both personal and business. Joan attended Metro Community College with her field of study in Banking and Personal Finance. She also attended the College of Financial Planning to acquire her professional designations and continues to expand her education and knowledge in the financial planning field.
Joan currently holds her Series 7,63,65 & 66 securities registrations. In addition she has insurance licensing that includes Life, Health, Disability, and Long Term Care along with Fixed & Variable Annuities. She has acquired and maintains the Chartered Retirement Planning Counselor® (CRPC®) and Financial Paraplanner Qualified Professional® (FPQP®) designations.
Joan enjoys traveling with family and friends when she gets the opportunity.
She has been married to her husband Evan for more than 40 years.
Joan loves the opportunity to help others achieve their financial goals by using her experiences, education and passion to make a difference. Everyone is unique in their own way and their financial plan should be customized for what they need and not a “one size fits all approach”.
13310 W Maple Rd
Omaha, NE 68164
3808 N. 203rd St
Elkhorn, NE 68022
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE