After 33 years, I have decided to start my own independent firm, mFORCE Capital. I have longed to create a firm that holds true to principles that place the interests of our clients above the interests of the firm. A firm that focuses on delivering honest, clear and concise information, fosters professionalism and respect among our team and improves the quality of life for our clients.
I have spent countless hours vetting potential partners that would allow me the freedom and flexibility needed to truly put my clients first while making sure their assets are secure. This process led me to Sanctuary Wealth, LLC and Pershing, LLC as the best partners to accomplish my goals and protect my clients. mFORCE Capital will be one of more than fifty independent firms that make up the Sanctuary Wealth family. Through our partnerships, we will have comprehensive investment solutions, a vast network of resources, best-in-class technology and thought leadership and collaboration with other partner firms. The depth of resources available at Sanctuary Wealth allows for creative and innovative solutions that will elevate my business and my clients’ experience. Becoming independent provides versatility and allows us to step out of the box and provide unique ideas and solutions while maintaining the highest fiduciary standards. I can finally focus all of my attention on the success of my clients
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
With more than 25 years of experience in the financial industry, she has a diverse background that makes her especially skilled as a financial advisor. Prior to working at Merrill as an advisor, she was Director of Global Trading for Capital Institutional Services in Dallas. Today, Joanna focuses on helping clients build effective, long-term holistic financial plans including retirement preparation and strategy, estate and legacy planning services and multigenerational wealth management. She is dedicated to guiding her clients through the complexities of wealth management. She is committed to providing her clients with the highest level of personal service and a goals-based strategy to pursue their financial goals.
Joanna earned her MBA and Bachelor’s degrees from Dallas Baptist University, where she is an adjunct professor in the school of business. Additionally, Joanna serves on the Women's Auxiliary Board at DBU and as a member of The National Organization of Investment Professionals NOIP. She holds the Series 3, 4, 7, 8, 24, 53, 55, 63 and 65 FINRA registrations and is licensed as a Life and Health Insurance Agent in Texas.
Joanna enjoys traveling and spending time at the lake with her two children, Tristan and Jourdyn. She previously served as a board trustee for the Scurry – Rosser Independent School District and is an active member of Mt. Olive Baptist Church in Scurry, Texas.
Forbes “Best-in-State Wealth Advisors” 2021
Barron's “Top 1,200 Financial Advisors” 2014 through 2021, annually
Barron's “America's Top 1,000 Advisors” 2010, 2012, 2013
Financial Times “400 Top Financial Advisers” 2020
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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