MEET OUR TEAM

Joan Runke

Executive Assistant

Providing a pleasant business experience is an essential part in creating a good business relationship. Making your business experience a positive one is Joan’s first priority. As Executive Assistant, Joan maintains and schedules client review appointments, manages client relations, and assists Chris Swenson in firm operational tasks, advertising, and regulatory compliance.

Joan is married to David, mom to 3 adult children, and dog mom to Jack. Once a week, Jack can be seen in the office waiting for scratches from clients and sleeping on his couch. In her spare time, Joan enjoys learning about health and wellness, reading, walking, and crafting.

PROFESSIONAL DATA

  • B.A. in Communications with an emphasis in Public Affairs
  • Notary Public in Wisconsin
  • More than 30 years of administrative experience for business and not-for-profit organizations

COMMUNITY INVOLVEMENT

Peace Lutheran Church – Volunteer

joan-full

MEET OUR TEAM

Joan Runke

Executive Assistant

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.

Professional Data
  • B.A. in Communications with an emphasis in Public Affairs
  • More than 20 years of administrative experience for business and not-for-profit organizations.
Community Involvement
  • Peace Lutheran Church – Volunteer
  • Lakeside Lutheran High School – Volunteer

CONTACT US

Ready to Start Planning Your Future?