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

A Certified Financial Planner® professional for over 10 years, Joanna specializes in comprehensive financial planning, including retirement, tax, estate, insurance, and charitable planning. She earned a BS in Business Administration with a concentration in Finance from the University of Colorado Boulder.

Outside the Office
Joanna lives in Littleton with her family and their two goldendoodles. Outside of work, she enjoys reading, golfing, skiing, traveling, and playing piano.