Domicile State: MA
Joanne joined our team in 2000. As the Executive assistant to Kristin A. Nordahl, CFP®, CLU® she is responsible for the many aspects of servicing our clients in a timely manner.
Joanne brings many years of experience and handles a wide range of administrative and support related tasks, and often serves as the first point of contact for our clients. She is responsible for coordinating all aspects of account management activities. All of these activities help our clients reach their financial goals.
Prior to joining our team, Joanne served in similar roles with Wang Labs, Multilink Corporation and Vialog Corporation.
Joanne was raised and currently resides in Tewksbury with her husband David.