Financial Advice that Makes the Complex Simple.

About Joanna

Joanna has over a decade of experience in working with individuals to meet their financial goals. She has traveled the county meeting with employers, financial advisors, non-profits and individuals to discuss how the right financial products can help them prepare for the future.

Prior to joining Carson Group, Joanna spent eleven years working at First National Bank in their Wealth Management division. During that time she managed the Nebraska Enable Savings Program and assisted in managing the Nebraska 529 College Savings Program. She also spent four years in the Retirement Plan Services division where she oversaw the strategy development, implementation, and management of education programs.

Prior to First National, Joanna spent three years at Union Pacific Railroad as a Business Manager in the marketing and sales department, and three years in the advertising and publication industry in Los Angeles, CA.

Joanna loves to spend time with her husband, Keith and two children, CJ and Lena. Joanna and Keith are very active and enjoy encouraging and engaging their kids in an active lifestyle. The family in particular enjoys swimming and running together. They also enjoy an annual trip to Southern California to soak in the sunshine and palm trees.

Favorite food:


Best piece of financial advice you received:

“Invest early and often.”

Favorite quote:

“She believed she could, so she did.” S. Grey

Place you’d most like to visit:


Biggest accomplishment

Besides my two kids, running the San Diego Marathon

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.