ENTER LOCATION wedding photograph

 

Jhoeft@arbortrust.com

734.389.8493 – Tel

734.389.7813 – Fax

Joan S. Hoeft, CFP®

Financial Planning Associate

Joan Hoeft is a new and welcome addition to our team, bringing us her exceptional talents in both financial planning and client service. She creates comprehensive, customized financial plans in collaboration with our senior advisors and applies her flair for client and operational support to help ensure a thorough, and thoroughly, enjoyable client experience.

Before joining Arbor Trust, Joan worked as a Private Client Associate and Financial Planner at Exchange Capital Management where she crafted financial plans for many of the firm’s clients. Earlier, Joan worked at United Bank & Trust where, through consistent promotions, she served as a Customer Service Representative, Wealth Management Administrative Assistant, Credit Analyst and Financial Planning Paraprofessional.

Joan earned a Bachelor of Science in Business with a concentration in management from Spring Arbor University and is a CERTIFIED FINANCIAL PLANNER™ professional .

She and her husband Kevin live in Dexter with their son Joel. Joan is an active and dedicated volunteer, contributing her time as Treasurer for the Buy the Change Foundation, Board Member for the Snyder Foundation and a Sunday school teacher. Camping and mountain biking are her favored pursuits outside of work.