Joan Holmes

Operations Manager

Phone: 866-825-5253 (Toll Free)
Fax: 949-429-7205
E-mail: jholmes@sbwealth.com

Joan Holmes is Operations Manager at SB Wealth Strategies.  She is responsible for running the back office from facilities to accounting, as well as interacting with clients.  With an excellent understanding of financial planning and investments, Joan is an additional resource for our clients.

In 2007, Dee persuaded Joan to leave her position as the head of human resources for a private school after 10 years to join Axis Advisors.   Joan is securities and insurance licensed, and she earned her degree in Consumer Sciences from Purdue University.  CA Insurance Lic. #0F63150.

Joan has a daughter and son, both of whom are in college, and lives in San Juan Capistrano, California.