Advisor profile


My approach

Joyce Oaks - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Joyce Oaks - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Investment Management
  • Family Finances
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS® Accredited Asset Management Specialist℠
  • ADPA® Accredited Domestic Partnership Advisor℠
  • CLTC® Certified Long Term Care®
  • CDFA®; Certified Divorce Financial Analyst®
  • Notary Public

Education

  • B.A., Journalism & Mass Communication, Drake University, Des Moines, Iowa

Interests

  • I am married to Steve, a social studies teacher at Waterloo East High School. I have three beautiful stepdaughters; Lauren, Emma, and Sadie.
  • I have two rescue dogs, Plinko & Maria, who I enjoy walking and spoiling.
  • We live in the "Cleveland House" in the nationally registered Highland Historic District of Waterloo, and are past participants in the Grout Museum District's Tour of Classic Homes.
  • I love to travel, anywhere and everywhere.
  • I love my church, neighborhood, and community, and enjoy serving in volunteer roles in support of them.
  • I also enjoy yoga, wine, news, and reading.

Community participation

  • Waterloo-Cedar Falls Courier 20 Under 40 Award, 2019
  • President, Board of Directors, Highland Neighborhood Association
  • First Impressions Coordinator, Heartland Vineyard Church
  • Vice President, Board of Directors & Personnel/Search Committee Chair, Tri-County Head Start
  • Member, Community Foundation of Northeast Iowa's Women for Good, supporting women and girls in Black Hawk County
  • I also support the House of Hope, LoveINC, Stone Soul Picnic/Northeast Iowa Food Bank, Job Foundation, Hospitality House, Try Pie, Cedar Trails Partnership, Iowa Irish Fest, and Grout Museum District.

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2019, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.