Joan Wallace

Manager of Advisor Services

My name is Joan Wallace and I have a passion for creating customer relations. I enjoy meeting new people and thrive to provide excellent customer service both accurately and timely.

What Makes me Valuable to Our Agents: I have several years of extensive knowledge of the RIA processes and procedures. With this knowledge I can assist any Advisor in writing, preparing, processing and submission of any application.

Favorite Sport and Team: Steelers and Texas Longhorns

Favorite Vacation: 10 beautiful days in Aruba

Favorite Food: Pizza