For over 40 years, Jo-Ann has helped individuals plan for and achieve financial security, from young clients just starting their careers to affluent clients with complex financial situations and investments. Many of her clients came to her after seeing their assets attacked by the costs of divorce. She would help them pick themselves up, put together a new plan and work back to financial security. Along the way, she earned the respect of her profession and was asked to become an arbitrator for FINRA, settling disputes in the brokerage industry.

The breakup of her own marriage exposed her to the realities of divorce, child custody, and the frustrating process that can be the San Diego family court system. She recognized she could use her financial experience and make a difference for others going through divorce. This led Jo-Ann to become certified in Divorce Financial Analysis, Collaborative Divorce, and High Conflict Couples’ Resolution. But she also recognized that two other essential disciplines were required to transition through divorce and, with her partners, helped found Divorce Help.