JoAnna joined BluePrint Private Wealth Management in December 2022 as Practice Manager. She has over 15 years experience in financial services working with corporate qualified and non-qualified retirement plans as well as prior experience working in an administrative role in wealth management and financial planning. She obtained her degree in Finance from Bentley College and an MBA from New York Institute of Technology.

JoAnna recently completed her certificate in Financial Planning from Emory University and is working toward obtaining the Certified Financial Planner designation. She hopes to share her experiences by helping clients and has the goal of becoming an Advisor in the future.