Joan S. Hoeft, CFP®
Senior Financial Planner
As Senior Financial Planner at Arbor Trust Wealth Advisors, Joan is inspired and honored to walk alongside our clients through some of the most significant moments of their lives. Whether it be helping plan a business transition, setting retirement goals, analyzing life insurance or providing budget guidance, Joan considers it a privilege to craft comprehensive, customized financial plans for our clients.
In 2007, Joan began her career at United Bank & Trust where she served in various capacities, but most recently as Financial Planning Paraprofessional. Before joining Arbor Trust in 2015, Joan worked as Private Client Associate and Financial Planner at Exchange Capital Management in Ann Arbor.
Joan earned a Bachelor of Science in Business with a concentration in Management from Spring Arbor University and is a CERTIFIED FINANCIAL PLANNER™ professional.