Broker Check
Joanna S. Slade, CLU®, CFP®, EA

Joanna S. Slade, CLU®, CFP®, EA

Advisory Representative

For over 25 years, I have had the honor of assisting clients in the areas of insurance and investment planning.  I am licensed to offer life and health insurance, including Medicare health products, annuities, dental and vision products.  I offer investments and advisory services through Lincoln Financial Securities Corp. 

I am also a Notary Public and Enrolled Agent*, a Federally authorized tax practitioner empowered by the U. S. Department of the Treasury to represent taxpayers before the Internal Revenue Service for tax issues relating to audits, collections, and appeals (tax resolution services).

*Licensed but not practicing on behalf of Lincoln Financial Securities Corp.  Lincoln Financial Securities and its representatives do not offer tax or legal advice.