Service Team Members
JoAnna presents a diverse perspective on the services provided at Caliber Wealth Management. Having been acquainted with Rod Carson – the original owner of the now-merged Spectrum Wealth Advisors – while working at MetLife as a financial advisor, she moved over to Raymond James with Rod’s team in 2001.
Despite moving to central Kansas for a time and utilizing services in the capacity of an investment and financial planning client, she returned to work with the team full time in 2013 with a focus on supporting business growth and development while transitioning into the role of operations manager. JoAnna enthusiastically takes on each new opportunity as she works with the team and upholds the business philosophies that have retained her family members as clients for two decades.
In her dual role as operations manager and a financial advisor, JoAnna is passionate about the way we do business. By taking care of clients and the team while making it a priority to have systems in place to ensure operations and industry compliance are running smoothly, she believes the overall experience is enhanced for clients and staff alike. JoAnna holds the Series 7, 9/10 and 66 as well as life, health and disability insurance licenses.