Joan Lintz, CFP®

VP Financial Planning

Joan joined NWCM in the Spring of 2014 to work directly with our Wealth Management clients, principally in financial planning. Her 15 years of experience in financial services prior to joining NWCM honed her skills to help onboard new clients, coordinate financial planning services, consult with clients to develop plans to accomplish their goals, review life and long-term care insurance coverage, and coordinate with estate planning attorneys and tax professionals–all essential elements of our Big Picture Study. Our clients will attest that Joan does all the “heavy lifting” in getting clients on to our Big Picture software.

Joan’s accreditation as a Certified Financial Planner® further recommends her for these important duties.

Joan graduated from Boise State University with a double major in History and Spanish. She completed a Master in Business Administration at the University of Portland. Joan is a lifelong Girl Scout, having served as a member of the National Board of Directors of Girl Scouts of the USA, Board member and Board Chair of the local Girl Scout Council and Treasurer of an international program center in Cuernavaca Mexico.

 

Direct Line: (503) 597-1638
Email: JoanL@NWCM.com