Jo joined my team in June of 2024. From 2017-2024 Jo lived at Moody Air Force Base as an active-duty spouse until her husband was medically separated in April 2024 and they relocated to the local Tri-State area where they are from originally. She has over 5 years of experience providing exceptional customer service with a detail oriented approach. As of September 2025, Jo completed all of her licensing requirements which includes SIE, Series 7, and Series 66 which allows her to take on a more client facing role such as recommending securities/investment products reviewed by our team, discussing maturing securities, cash management, and rebalancing portfolios.
In her free time, Jo loves spending time with her husband and their three younger boys going fishing, crafting, and playing board games.