Meet Joan.

Joan is a finance and bookkeeping professional with over a decade of experience supporting high-net-worth individuals, small businesses, and growing brands. Her work is rooted in bringing clarity, structure, and confidence to the financial side of her clients' lives; so they can focus on what they do best - building, creating, and growing.

Joan holds an MBA from Belmont University, along with dual undergraduate degrees in Elementary Education and Writing Arts. That foundation shaped the way she works today: organized, thoughtful, and deeply intentional in how she communicates and simplifies complexity.

She began her career at a law firm before moving to Nashville, where she joined Wiles Taylor & Co. Starting as a receptionist, she quickly grew within the firm; an experience that gave her hands-on understanding of operations, client service, and what it takes to build trust in high-touch financial environments.

Over time, she has worked closely with high-net-worth clients and developed a strong operational and financial management skill set that blends precision with genuine relationship-building. Joan believes good bookkeeping is more than numbers; it is peace of mind, transparency, and a strong foundation for decision-making.

Originally from New Jersey and now based in Nashville, Joan is a member of SOLID and has a deep appreciation for music and the creative energy that surrounds this city. She especially enjoys working with entrepreneurs and artists who are building something meaningful from the ground up.