Joanna joined Professional Planning Group in 2018. As Chief Financial Officer, Joanna is responsible for the day-to-day financial and operational activities of our company. She has extensive experience in areas of financial reporting and analysis, accounting policy, accounts payable, and process improvement and implementation. Joanna is a member of the Executive and Compliance Committees.
Prior to joining Professional Planning Group, Joanna was VP, Assistant Controller at The Washington Trust Company, where she was responsible for financial reporting, project implementation, reconciliation, and accounts payable. Previously, she was Controller at Bess Eaton Donut Flour Company, Controller at MIM Corporation and Audit Supervising Senior Accountant at KPMG.
Joanna earned a Bachelor of Science from the University of Rhode Island in 1991, with a concentration in Accounting and her Certified Public Accountant designation in 1993.
Active in the community, Joanna serves as a parent advocate for children and adults with special needs on the Board of Directors at The Frank Olean Center.
Joanna lives in Westerly, RI with her husband, Al. Together, they have three children, Alyssa, Lauren, and Sophia. In her free time, she enjoys the beach, community events and spending time with family and friends.
Accounting and tax preparation services are not affiliated with Raymond James Financial Services, Inc.