Financial Service Associate
Joey supports our advisers with the important administration that sits behind each client’s financial plan. Her role includes preparing documents for meetings, processing applications, maintaining accurate client records, following up on outstanding information, and helping make sure everything is properly documented and kept on track.
Outside of work, Joey enjoys spending time with his cousins and friends, while Sundays are reserved for attending church, which is an important part of his routine. He values maintaining a good balance between work, family, and personal life. He is also firmly on the coffee-and-cats side of the team.
