Addison Joiner serves as a Client Service Associate, supporting the delivery of a personalized and seamless client experience. In her role, she partners closely with advisors to coordinate key aspects of the client relationship, including onboarding, operational support, and ongoing communication.

Addy recently graduated summa cum laude from Valparaiso University with degrees in both Marketing and Economics. At Valparaiso, she also proudly competed as a division 1 soccer player where she was a four-time collegiate letter-winner. Her background provides a strong foundation for understanding client needs and facilitating clear, effective communication. Known for her responsiveness, attention to detail, and collaborative spirit, she is dedicated to building trusted relationships and ensuring a smooth, reliable client experience. She is passionate about growing her expertise in wealth management and looks forward to contributing to clients’ long-term financial success.

Education

• Valparaiso University, B.S. Marketing and Economics, 2025

Fun Facts

• Addy still enjoys staying active by playing soccer but has recently begun enjoying Brazilian jiu jitsu, pickleball, and lifting weights.
• She is a proud alumna of Chi Omega, the largest sorority in the United States, where she served as Risk Manager and led fundraising initiatives for the Make-A-Wish Foundation.
• Addy loves learning new things, such as juggling, cooking new recipes, or learning card tricks.