Having worked at Merrill Lynch since 2016, Joanna was excited to at the launch of mFORCE Capital in 2021.
With more than 25 years of experience in the financial industry, she has a diverse background that makes her especially skilled as a financial advisor. Prior to working at Merrill as an advisor, she was Director of Global Trading for Capital Institutional Services in Dallas. Today, Joanna focuses on helping clients build effective, long-term holistic financial plans including retirement preparation and strategy, estate and legacy planning services and multigenerational wealth management. She is dedicated to guiding her clients through the complexities of wealth management. She is committed to providing her clients with the highest level of personal service and a goals-based strategy to pursue their financial goals.
Joanna earned her MBA and Bachelor’s degrees from Dallas Baptist University, where she is an adjunct professor in the school of business. Additionally, Joanna serves on the Women's Auxiliary Board at DBU and as a member of The National Organization of Investment Professionals NOIP. She holds the Series 3, 4, 7, 8, 24, 53, 55, 63 and 65 FINRA registrations and is licensed as a Life and Health Insurance Agent in Texas and Arkansas. AR Insurance #18246987
Joanna enjoys traveling and spending time at the lake with her two children, Tristan and Jourdyn. She previously served as a board trustee for the Scurry – Rosser Independent School District and is an active member of Mt. Olive Baptist Church in Scurry, Texas.
Forbes “Best-in-State Wealth Advisors” 2021
Barron's “Top 1,200 Financial Advisors” 2014 through 2021, annually
Barron's “America's Top 1,000 Advisors” 2010, 2012, 2013
Financial Times “400 Top Financial Advisers” 2020
A Year to Celebrate
July 8th marked our first anniversary as a Division of mFORCE Capital. It seems as though it was just yesterday that I put my trust in you, my clients, and decided to join the mFORCE team. I can say that with all its challenges, late nights, and unanticipated turns and twists, it has been worth it. Our team has successfully completed the transition and now we have more opportunities and resources available to each of you.
I am especially grateful for every one of you that made this transition with me. Your loyalty has made this dream a reality and I can’t say “Thank you” enough. I know the move will benefit each of you along the way as we move through life together. The move to partnered independence opened a vast network of resources. It is through these partnerships and resources that we will continue to offer enhanced investment solutions in both challenging and non-challenging market conditions.
To my new family members, I am thrilled that you joined us in our inaugural year with mFORCE Capital. We have so much to offer you and my team looks forward to growing alongside you.
Our goal is to deliver honest, clear and concise information in a way that improves the quality of life for our clients. We will continue to provide impeccable service and objective, thoughtful advice along with best-in-class solutions.
I look forward to the coming year and all the successes it will bring. We are here to help you maneuver through life’s financial complexities and serve you in any way we can.
Thank you for placing your trust in us!
All the best,