In her role as Administrative Associate with The Financial Services Network, Joelle provides virtual administrative support to Network advisors. Specializing in assisting advisors prepare and administer Financial Plans, Joelle works closely with advisors on related tasks.
Joelle has been assisting LPL Financial Advisors since 2007, when she began her financial services career. Her passion for the industry has led to a vast knowledge of client accounts and LPL Policies; all while helping Advisor’s and their assistants be as efficient as possible in their day-to-day tasks.
Joelle lives in Olympia, Washington. In her free time, she enjoys running, gardening, and spending time with her friends and family.