Planning Principal

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 Kirksville, Missouri where she received a bachelor’s degree in Accounting. She began her career with Deloitte & Touche, LLP as an auditor and tax accountant in Richmond, Virginia and Washington, D.C. She later became a tax manager with Arthur Andersen, LLP in Nashville, Tennessee. During her years in public accounting, she provided tax, executive compensation and financial planning services to high net worth, expatriate and high visibility individuals, Arthur Andersen partners and various corporate executives. Prior to joining Glenview, Joanna worked for PNC Advisors as a Financial Planner and Retirement Advisor.

During her 30+ years in the industry, Joanna’s passion has been guiding her clients through the often-confusing maze of financial information and helping them define their goals while honoring their individual needs and values. She has found that creating customized strategies through planning empowers clients to take control of their future, their dreams and desires.

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