Joan Hoeft, CFP®, ABFP™
Senior Financial Planner, Financial Planning Manager
As Senior Financial Planner and Financial Planning Manager at Arbor Trust Wealth Advisors, Joan has been an invaluable member of the team since 2015. Whether it be working to set retirement goals, helping plan a business transition, providing budget guidance, or lending a caring ear, Joan considers it a privilege to accompany our clients on their financial journey by crafting personalized financial plans.
Joan earned a Bachelor of Science in Business with a concentration in Management from Spring Arbor University, is a CERTIFIED FINANCIAL PLANNER® professional, and holds the Accredited Behavioral Finance Professional™ designation. “The years since joining Arbor Trust have gone by fast, but that is because I don’t go to ‘work’ every day. I have the privilege of partnering with my upstanding work family to serve our friends we care about deeply — our clients. It truly is an honor.”
Joan and her high school sweetheart, Kevin, live in Dexter with their two treasured children. Outside of Arbor Trust, you will find Joan training for her next wild mountain biking adventure, camping with her family, serving on the Ann Arbor Youth Mountain Bike Team Board, and soaking in all the goodness that this life has to offer.