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Joelle Luna

Joelle Luna

Executive Administrative Assistant

What do you enjoy about your role?

What I enjoy most about my role as an executive administrative assistant is having the privilege to build strong relationships with clients so that I can better assist them with their financial goals.

What do you think constitutes success?

Success is not only achieving the goals I set for myself as a professional but with my peers and team members alike. Together success is strength based, solution oriented, and transparent.

What do you enjoy outside of work?

Being a mom, spending quality time with family and friends, and being outdoors in the sun!