Experience & Background

Joanna joined The Burchfield Group in 2024 as a Vice President and Wealth Management Strategist. Prior to joining Baird, Joanna spent more than a decade at Charles Schwab as a Vice President and Senior Financial Consultant consulting on more than $950 million in client assets.

Joanna has held the Certified Financial Planner^® (CFP^®) designation for over 10 years. The CFP designation requires extensive education and experience in multiple areas of financial planning including retirement, tax and estate planning, education and insurance planning and charitable giving. She also earned her BS in Business Administration with a concentration in Finance from the University of Colorado, Boulder. She holds Colorado Life and Health Insurance licenses and all necessary investment registrations.

Focus

At the heart of Joanna’s passion for providing financial guidance is the care she has for the individuals and families she works with. In collaboration with her team, she guides clients through a comprehensive planning process to ensure that every aspect of their financial life is considered. Joanna spends time making sure she understands your values, history, and your family’s unique goals and priorities. Because financial planning is a lifelong process, understanding your why is critical to long term success.

Over the years, Joanna has worked with many high-net-worth families and individuals including executives, business owners, and multi-generational families. Serving such clientele has given her a sincere appreciation and understanding of the unique dynamics that exist within many high-net-worth families.

Outside the Office

Joanna lives in Littleton with her family and their goldendoodle. When she’s not helping investors meet their financial goals, Joanna enjoys reading, golfing, skiing, traveling, and playing piano.