Joleen Scheer
Senior Director, Wealth Management
Joleen focuses on understanding her clients’ values, goals, and concerns and partners with them to navigate their financial lives with confidence.
With more than 25 years of experience in financial services and wealth management, Joleen builds trusting relationships with her clients and helps them make sound financial decisions. Joleen uses a holistic planning approach to advise clients on cash flow, investment management, retirement planning, risk management and estate planning. She develops personalized plans and strategies for clients giving them peace of mind and the time to focus on what matters most to them.
In her free time, Joleen likes to bake, spend time with her family, and be outside reading, walking, or relaxing with friends.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Financial Planning Association
EDUCATION
- Bachelor of Business Administration, Marketing, University of Iowa
