
As an Executive Registered Client Service Associate at Seventy2 Capital, Joann supports her advisors with all operational and compliance functions. She assists in serving ultra-high-net-worth individuals, business owners, pre-retirees, and retirees, ensuring they feel comfortable in the process and understand how it helps them reach their specific goals.
Prior to joining Seventy2 Capital, Joann gained over 19 years of experience in financial services, working at practices including Comerica Financial Advisors, Comerica Securities, and Citigroup Global Markets. Outside of work, Joann enjoys spending time with family, especially her grandson. She also enjoys travelling to different state parks and hiking.
Location: Southlake
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