Sr. Service Associate
JoAnne has worked as a Senior Service Associate in the financial planning field since 2001 when she merged with LifeWise Wealth Advisors in 2016. Her specialties include assisting with insurance, annuities, and our direct business accounts. Throughout her time at LifeWise, she has genuinely enjoyed getting to work with multiple generations of our clients, watching their families grow, and pursue their financial goals.
JoAnne moved to Champaign to attend the University of Illinois where she earned her B.S. and M.S. degrees. This is where she became an enthusiastic supporter of U of I athletics, received her Varsity I letter and has served on the Varsity I Board of Directors. Her co-workers love to tease her about her extensive collection of orange & blue clothing. ILL – INI!
JoAnne has enjoyed raising her two daughters in this wonderful community. She is proud of Kathryne who works in utilization at Northwestern Memorial Hospital and Lizzie who teaches math at Heritage High School. Being involved and staying active within her community has become a passion of hers. She has spent time volunteering at St. Matthew Catholic Church & School, Champaign County YMCA, the United Way, and mentoring college students for over 40 years as an Advisor for her sorority Alpha Omicron Pi.