Senior Financial Planner
Joelle is a Senior Financial Planner at Facet and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations. Joelle transitioned her career to Financial Services, leveraging the analytical skills attained from over 20 years in consulting and technology implementation roles. Joelle focuses on helping individuals navigate through the financial aspects of life events, and she aims to affect wealth retention in struggling communities.
Joelle serves on the Stevens Institute of Technology Board of Trustees as an Alumni Trustee and is an appointed member of the Texas Bar Association Grievance Committee.
Joelle is the proud mom of 3 amazing young adults and she is always up for a new adventure or fitness challenge!
Education: Stevens Institute of Technology (BE)
“You should never view your challenges as a disadvantage. Instead, it’s important for you to understand that your experience facing and overcoming adversity is actually one of your biggest advantages.” - Michelle Obama
Get to know Joelle
I am in awe of my young adults!
Proud Alumnus and Board Member
Nothing better than handstands on the beach!
Always working to improve my game
What topic could you give an hour-long presentation on with little to no preparation?
Financial considerations when going through a divorce
If you could have any skill in the world, what would it be?
I would love the ability to know when it is time to refocus my energies away from exhausted endeavors.
What hobby or interest do you wish you could get more people into?
Fencing! It is a great sport for helping with balance and precision as we age.
What’s the top destination on your must-visit list?
ANY city in Italy (I studied Italian as my foreign language in high school and I have yet to use the skill!)