Professionally

Joelle is an integral part of our Advisory Team, providing operational support and day-to-day maintenance of client accounts. Joelle graduated from Pace University, earning her degree in Finance, and is currently pursuing her MBA in Investment Management. She brings prior experience in finance and accounting from various industries. Joelle lives in New York City and is a member of the non-profit, GALS, which educates and empowers young girls to foster positive self-image and increase self-esteem.

Personally

Joelle spends most of her time walking around and exploring New York City restaurants with her beloved dog, Hudson. She loves traveling to new places with friends and family, and her other personal interests include snowboarding, attending sporting events, and concerts! She loves Paris and hopes to return to snap a picture of her and Hudson in front of the Eiffel tower.

Purpose

Joelle feels most fulfilled when she can help others achieve happiness and financial security. Her parents divorced, and then she lost her dad at a young age, so she watched her mom struggle financially and emotionally for many years. This led Joelle to pursue a career in financial planning, but she chose Francis Financial in order to help women who, like her mom, face difficult financial decisions during an extremely tough time.