About Joan

 

Joan is an excellent communicator and provides friendly, timely responses to requests. Her ability to meaningfully engage with clients makes her a great fit for her role as our Client Service Associate. 

A graduate of Purdue University with a degree in consumer sciences, Joan has two decades of experience in the financial services industry. She has experience in both securities and insurance products. 

Outside of the office, she enjoys spending time with her family and staying active outdoors with hiking, cycling and exploring. She also likes to spend time reading and sewing. 

 

Joan Holmes is a non-producing registered rep with Cetera Advisor Networks LLC, member FINRA SIPC. 

 

Favorite quote:

Seize the day.

If you could meet anyone, past or present, it would be:

C.S. Lewis

What motivates you:

Noble leisure

Favorite holiday:

Thanksgiving

Biggest accomplishment:

Nourishing the growth of my children who have become amazing adults and parents.

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