Meet Joyce

When you work with me and my assistant, Gerard, you have our team’s commitment to you. We’ll carry out a thorough analysis of your financial situation and goals, helping you find the best mortgage that’s specifically tailored to what you need.

How We Work

We’ll partner with you every step of the way, making sure you understand the process and feel comfortable with your decisions.

Expertise and Specialties

  • Certified public accountant (CPA)
  • Securities licensed
  • Master's degree in accounting and financial management

Community Involvement

  • Volunteer doing tax accounting
  • Help families with budgeting and financial planning
  • Tutor students and provide career counseling at a local college

More About Us

Outside of work, our interests include home automation, woodworking, auto maintenance and troubleshooting, and boating.