Investment Service Specialist
Joanna joined the Crossroads Group in 2010 as an administrative assistant. She soon gained her series 7, 66, and life and health insurance licenses and has been doing licensed service work for our clients ever since.
Joanna is married to her husband, Kenny, and has two children, Ava and George. She loves reading, gardening, music and time outdoors with family.
She sponsors children through World Vision and enjoys volunteering at her church and her children’s school.
- Series 7
- Series 66
- Life and Health Insurance
- BS in English Literature, University of Wisconsin – River Falls
Request a Meeting
Our first meeting is all about you. Tell us about your goals, your life, and your beliefs about money.
We’ll help you navigate a path to confidence.