Client Service Specialist
Joanna is a Client Associate at Mercer Advisors and works together with the team to service the needs of the firm’s clients. She is responsible for preparing financial plans and financial reviews for clients. She started her career at Jackson Financial Management in 2010 as an administrative assistant and rapidly increased her responsibilities as a Senior Financial Planning Assistant and Paraplanner. Joanna was born and raised in Orange County, California. She relocated to Illinois last year and has one child with her husband.