Jo joined Compass Financial Services in January of 2011 and is Kurt Pearson’s administrative associate.
Her previous work experience includes holding a representative assistant position with Central Financial Group from 2002-2011. Jo was at Wells Fargo from 1989-2001and held her first position as custody administrator and then moved into the role of investment assistant during her time at the organization.
She holds a BBA in Finance from the University of Iowa. Go Hawks! She is Series 6, Series 63 registered with LPL Financial and Life & Health insurance licensed.
Jo believes that Compass offers people a straight forward, no non-sense approach to investing and helping people pursue their goals. She lives in Johnston with her husband. They have a son and a daughter.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.