Meet Johanna, the founder of JLB Wealth Management Group, a boutique financial planning firm located in the heart of Timonium, Maryland. With over 25 years of experience in the financial planning and investment realm, Johanna has developed knowledge and expertise in all areas of financial and retirement planning, investment portfolio design and management, college savings strategies, and comprehensive insurance solutions.
Johanna's clientele spans the entire spectrum, from bright-eyed individuals just beginning their financial journeys to retirees seeking wealth management and estate planning for themselves and their heirs. She's also a trusted advisor to business owners, assisting them in establishing and overseeing retirement plans like 401(k)s and Simple IRAs, as well as optimizing group benefits, including life and disability insurance.
At the core of Johanna's passion lies the unwavering commitment to helping people transform their dreams and goals into reality.
Johanna's academic journey commenced at Towson University, where she graduated with a Bachelor's Degree in International Business and Finance. She then embarked on an academic adventure, earning a bilingual Master's Degree from the esteemed Emlyon Business School in Lyon, France. Her MBA program, conducted in both French and English, added a unique global perspective to her financial acumen.
Johanna's professional skills extends to a suite of FINRA licenses, including the Series 7 - General Securities Representative Examination, Series 6 - Investment Company Products/Variable Contracts Representative Examination, Series 65 - Uniform Investment Adviser Law Examination, and Series 63 - Uniform Securities Agent State Law Examination. Currently, she's on the path to achieving the CFP Designation, further solidifying her dedication to excellence in financial planning.
Beyond her thriving practice, Johanna has been a returning guest on Fox 45's Straight Talk program. Her expertise has also garnered recognition in Baltimore Magazine's Women in Business issue. In her commitment to the community, Johanna served as a Board Member at the Alzheimer's Association of Baltimore. Johanna is also a supporter of the Wellspring Life Farm which is dedicated to helping everyone with emotional and physical challenges through equine and canine therapy.
When Johanna is not working, she loves spending time with her husband Jeff, daughter Isabelle and 2 chunky English labradors. Johanna is an avid nature lover and enjoys hiking through Oregon Ridge and walking the NCR Trail. Traveling, spending time with friends and family, relaxing at just about any beach and painting are lifelong passions.