Experience & Activities
Joy started her career in the financial services industry in 1998 when she joined her father’s practice as a client services representative. Her role then evolved as she got her securities and insurance licenses in 2003 and began working more directly with clients and the overall operations of the business. She continues in these roles today.
Her favorite part of her job is the relationships she has developed with clients and their families. The fact that every client has their own goals and is unique is what keeps things so interesting.
She earned her Bachelor of Science in Social Work in 1996 which helped prepare her for working with clients and families on their financial journeys. Her background in Medical Social Work in Long Term Care has been beneficial in helping clients with LTC insurance and other areas of life changes at and after retirement.