Joan has been with Belke Financial Group since 2000. In addition to general client service duties, Joan processes investment paperwork and also takes care of various projects. She also takes care of keeping our state securities licenses updated.
She holds FINRA Series 6 and Series 63 registrations with Woodbury Financial. In addition, she holds the following insurance licenses: Accident & Health, Life, Variable Life, Variable Annuity.
Joan enjoys spending time with her family and friends and her new puppy. She enjoys gardening, reading, taking Zumba classes, and most outdoor activities.