Joanna L. Veirs, CFP, CPA
Financial Planner

Joanna Veirs is credentialed as a Certified Public Accountant and a Certified Financial Planner. She is a cum laude graduate of Truman State University in Kirskville, Missouri, where she received a bachelor’s degree in Accounting. She began her career in 1989 with Deloitte & Touche, LLP, as an auditor and tax accountant in Richmond, Virginia, and later Washington, D.C. She later became a tax manager with Arthur Anderson, LLP, in Nashville, Tennessee. During her years in public accounting, she provided financial and tax planning services to high net wealth and high visibility individuals as well as financial planning to partners of Arthur Anderson and various corporate executives. She also provided consulting to multinational clients in the areas of inpatriate/expatriate taxation and executive compensation planning.

Prior to joining Glenview, Joanna worked for PNC Advisors as a Financial Planner and Retirement Advisor.

Joanna is a member of the Kentucky Society of Certified Public Accountants and the Financial Planning Association.

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