Joann joined Mosaic Wealth Consulting and Lincoln Financial Advisors in May 2017 and is the Client Relationship Manager for Kurt Kuyat in the Monroeville Office.
Joann brings 7 years of experience in the financial services industry; previously she spent 4 years at Oppenheimer & Co. Inc. and 3 years at PNC Investments. She obtained her FINRA Series 7 (General Securities) and Series 66 (Uniform Combined State Law Exam) registrations in 2009. In 2014 she also obtained her Series 9 (General Securities Sales Supervisor – Exam)
Joann’s dedication is especially important in her work as Kurt’s Client Relationship Manager. She is responsible for working with clients to process all aspects of service, including fund transfers and any other follow-up required concerning the clients investments.
She currently lives in Oakmont. She is the proud mother of four sons and six wonderful grandchildren. Joann enjoys cooking, reading and spending time with her family.
“Clients may forget what you said but they’ll never forget how you made them feel”