Joanna is a Partner of Qualified Plans, LLC and has worked with Qualified Plans since 2001. Joanna works directly with clients and their financial advisors in the design and administration of their defined contribution plans, while also providing consultation services related to plan administration.
Joanna graduated from the University of Georgia with a Bachelor of Business Administration degree in Accounting. She has earned both the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries. She also holds the Enrolled Retirement Plan Administrator (ERPA) designation from the Internal Revenue Service.
Joanna is an avid reader and also enjoys golfing, bowling and watching movies. She loves spending time with her husband, Robert, and her “kid” (Golden Retriever).