Joanna is passionate about her clients and partnering with them to identify their evolving needs and financial objectives. Committed to building and implementing custom solutions that will help them achieve their financial goals through all of life’s stages; she is steadfast in building long-term relationships with her clients and providing an exceptional level of client service.
Growing up with siblings affected by Down syndrome and mental illness has offered Joanna the ability to extend her services into the special needs community. Joanna is keenly aware of the unique challenges involved in caring for loved ones with special needs, as well as the specialized planning process necessary to ensure a secure financial future for those living with physical and/or mental disabilities.
Joanna joined 1847Financial in 2015 as a Financial Advisor with MWealth Advisors. Ten years of experience in the financial services industry has molded her into the knowledgeable, organized and client-focused financial advisor she is today. Joanna received her Bachelor’s degree in Biology from Gwynedd Mercy University, where she was involved with Harmony Theater, a performing arts program that enriches the lives of adults with developmental disabilities. She currently holds a Life, Accident and Health License, FINRA Series 6, 63 and 65 Securities Licenses and is active in Women in Insurance & Financial Services (WIFS) Philadelphia/Tri-County.
Caring for a sister with Down syndrome introduced Joanna to the Make-A-Wish Foundation and Special Olympics, two organizations that she supports and holds dear to heart. Joanna is a member of Achilles International – Philadelphia Chapter, an organization enabling people with all types of disabilities to participate in mainstream running events, ultimately bringing hope, inspiration and joys of achievement to all. Joanna resides in Blue Bell, Pennsylvania with her daughter Lillian.