“I am, and will always be, a people-pleasing kind of person. I love to check the boxes and know things are properly done and completed for our clients. I love to know they are beyond happy with their services, but I don’t want any recognition or praise for it. I just want to see them smiling and happy!”
Joyce is the cornerstone of our team, responsible for directing the client operations of Lumitas Wealth Strategies. She sincerely cares about people while attending to functional details in an efficient and diligent manner. Joyce is the first point of contact for client assistance, account servicing and cash management needs. Her compassionate and friendly personality helps ensure that everyone is attended to in a caring and effective manner.
Joyce devotes herself to serving others with kindness and compassion, advocating for those who need help navigating the complex world of finances. To this end, Joyce attends to each and every client with care and understanding, striving to ensure their needs are addressed promptly so they always feel well served.
Joyce has been in the financial services industry for over 40 years. She began her career in 1981 with Northwestern National Bank in Hastings, MN as a customer service representative. She has since served in a variety of roles to help people manage their wealth with diligence and dependability. Joyce obtained her Series 7 and 66 Securities Registrations in 2009 when she took on the role of Registered Client Associate with Wells Fargo Advisors. Joyce also holds her insurance license in Minnesota for Life and Health. Joyce began working with Lumitas, Dana, in 2012 and has never looked back.
Joyce grew up in Hastings and continues to reside there with her husband. She is the loving mother of three adult sons and a proud grandmother. She enjoys spending time with her amazing family and extensive network of friends. Joyce loves to be on the water and is always up for paddleboarding or a game of tennis. Joyce is also gifted musically: she plays the violin, harmonica, and piano, and loves karaoke.
