Joanna joined Professional Planning Group in 2018. As Chief Operating Officer, Joanna is part of our leadership team and is responsible for establishing the firm strategy as well as the financial and operational activities including ensuring business operations are effective and efficient. She has extensive experience in planning and implementation of process improvement, financial reporting and analysis and corporate and accounting policy. Joanna is a member of the Executive, Investment, Compliance and Development Committees.
Prior to joining Professional Planning Group, Joanna was VP, Assistant Controller for The Washington Trust Company for 14 years, 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 at KPMG.
Joanna earned her Bachelors of Science from the University of Rhode Island in 1991, with a concentration if Accounting and her Certified Public Accounting designation in 1993.
Active in the Community, Joanna serves as parent advocate for the children and adults with disabilities as Vice President of Board of Directors of The Frank Olean Center where is also a member of Finance and Development Committees. She also serves on the Board of Directors of the Ocean Community Chamber of Commerce an organization committed to the betterment of the local community.
Joanna lives in Westerly, RI with her husband Al and three children, Alyssa, Lauren and Sophia. In her free time, enjoys the beach, community events and spending time with her family and friends.
Accounting and tax preparation services are not affiliated with Raymond James Financial Services, Inc.