Joanna Bauman

Joanna Bauman,

Client Services Associate

Joanna services clients’ investment accounts.  She is a key interface to families on a day-to-day basis. She loves working with TLA families to fulfill their needs and exceed their expectations.

She has over 15 years of experience in the financial industry having served as Administrative Coordinator at Morgan Stanley Private Wealth Management, as well as Research Assistant at Goldman Sachs. Joanna has a B.B.A. from Texas State University.

“We make a living by what we get; we make a life by what we give.”

– Winston Churchill