Veronica has the pleasant role of meeting and greeting clients when they arrive in our office. She plays a vital role in the preparation of client meeting reviews, updating changes and additions in our client database, assisting in scheduling appointments, and performing various other clerical tasks at Wisconsin Wealth Advisors.
In her spare time, Veronica enjoys being with her grandchildren, shopping and crafting. She is married with 2 children and 5 grandchildren.
Courses in clerical/customer service at MATC
Worked 32 years for a major telecommunications company
MEET OUR TEAM
Providing a pleasant business experience is an essential part in creating a good business relationship. Making your business experience a positive one is her first priority. As Executive Assistant, Joan assists in scheduling client appointments, preparing review data, updating client data, and assisting in firm regulatory compliance.
In her spare time, Joan enjoys writing about health and wellness topics, running, and crafting.
B.A. in Communications with an emphasis in Public Affairs
More than 20 years of administrative experience for business and not-for-profit organizations.