Joyce is well-versed in both financial planning strategies and insurance. Prior to becoming a successful entrepreneur, she served as Regional Vice President for Primerica, the marketing division for financial powerhouse, Citigroup. She fell in love with the crusade to bring financial concepts to Main Street and received the greatest satisfaction in helping clients reveal financial possibilities they never knew existed.
Joyce’s own life experiences led her to recognize the difference between genders when it comes to financial decisions. She believes that women have different needs when you consider that they live longer and are more likely to live alone for significant periods of time as widows and divorcees. She also realizes that women want to work with financial professionals who listen to them and can personally relate to their concerns, goals, and objectives.
A frequent speaker, Joyce enjoys sharing her experiences on such issues as retirement income strategies and tax-efficient retirement strategies to women throughout the Charlotte vicinity and Mecklenburg County region.
