Joellene joined Resource Consulting Group in September of 2007 as a client service specialist and is currently an associate wealth advisor. She is a Certified Financial Planner™ professional and a shareholder. Joellene earned her bachelor’s degree in business management from Pensacola Christian College and her MBA from Thomas More College.
Originally from Kentucky, Joellene moved to Central Florida in 2006. Outside of work, Joellene enjoys being outdoors and spending time with family and friends.
Before joining RCG, I had the opportunity to work for a mutual fund company where I gained valuable knowledge about qualified retirement plans. I enjoyed this role because it allowed me to help customers by answering their questions and educating them about how retirement plans work.
At RCG, I provide clients with important information they need to achieve their financial goals. Helping our clients when they have questions is something that I really enjoy. I am also pleased to be a part of the RCG team where we get to apply our collective knowledge to every client situation. Being a part of the client’s financial journey and seeing them accomplish their goals is both fulfilling and meaningful.
RCG has also provided me an outlet to serve our local community. Through service hours and corporate volunteer opportunities I have been able to give back to organizations like iDignity, Christian Service Center, and the Pet Alliance of Greater Orlando. I appreciate that RCG has given me the tools and opportunities to serve both my clients and the local community.