As a trusted Advisor, Juana wants to be the first person that comes to mind when a life change occurs. Whether it’s pre/post retirement planning, a graduation, wedding, welcoming a new family member, or the passing of a loved one. Juana works to prepare clients for both expected and unexpected life events. By helping them analyze and understand their finances, she works with her clients to implement strategies which allow more efficiencies in how taxes are paid, financing of mortgages and other major purchases, along with college education and retirement planning.
“Through working with individuals, families and business owners, I've learned that while we all face the same challenges, there is not one specific approach that works in every situation. My life's mission is to help you live your best life today, while guiding you to a comfortable and secure tomorrow!”
With 28+ years in the commercial property and casualty industry, Juana has extensive experience in risk management, executive leadership development and corporate communications. During her 21-year career with a major Property and Casualty Third Party Administrator, she served in a variety of executive leadership roles. In 2011, she was a finalist of a select group of internal nominees for submission to “Women to Watch in Insurance”.
Juana holds a Bachelor’s degree from University of Illinois, Urbana-Champaign, and an MBA degree from Webster University. In September of 2015, she completed the Executive and Professional Coaching Program through University of Texas at Dallas and recently received her Associate Certified Coach credential from the International Coach Federation. As a member of the New Sunny Mount Baptist church, she serves on the Strategic Planning team as well as several ministries. She is also an active member of Delta Sigma Theta Sorority, Inc. and currently serves in leadership roles on the boards of Family Resources and Community Connections and The Jazz Edge, Inc.
She is passionate about helping women, families and business owners create strategic financial plans which address their current and future lifestyle goals. It is important to her to address longevity concerns which include retirement and beyond, long-term care possibilities and the creation of generational wealth. Also, many of her clients have philanthropic goals, so she makes sure to include that as part of a holistic plan.
Juana has put her sound financial strategies to work in her own life and enjoys the lifestyle and philanthropic pursuits it has afforded her and her husband.
Some fun facts about Juana:
- She played the piano in Sunday School while growing up
- Her favorite experience was visiting Rome, Italy
- Her favorite movie is "The Five Heartbeats"
- Her mother was the best cook in the world and best confidante ever. She was also my fiercest supporter and confidence builder