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Joan serves as a Financial Advisor at First Investments & Planning serving clients in all aspects of financial planning, investments, and insurance.
Joan began her career in the financial services industry in 1979. She began working for First National Bank in 1990 in the Retail Division and joined First Investments & Planning in 2010. She has an extensive background in client relationships, both personal and business. Joan attended Metro Community College with her field of study in Banking and Personal Finance. She also attended the College of Financial Planning to acquire her professional designations and continues to expand her education and knowledge in the financial planning field.
Joan currently holds her Series 7,63,65 & 66 securities licenses. In addition she has insurance licensing that includes Life, Health, Disability, and Long Term Care along with Fixed & Variable Annuities. She has acquired and maintains the Chartered Retirement Planning Counselor® (CRPC®) and Financial Paraplanner Qualified Professional® (FPQP®) designations.
Joan loves to travel with family and friends when she gets the opportunity. She has been married to her husband Evan for over 40 years.
First National Bank of Omaha
13310 W Maple Rd
Omaha, NE 68164
First National Bank of Omaha
16770 W Maple Rd
Omaha, NE 68116
I love my position as a financial advisor as every day brings a new challenge and I’m given the opportunity to help others achieve their financial goals by using my education, experience and passion to make a difference in my client’s lives.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE