Joann Fritz  CFP®

Joann Fritz  CFP®

Senior Wealth Advisor

 

Originally from Harvard, IL, Joann Fritz grew up on a farm where her family raised beef cattle, corn and soybeans. She and her five siblings spent their days helping out on the farm and their summers picking up rocks. Her family was also involved in 4-H and FFA, and they attended local county fairs to show their livestock. She now lives in Darien, WI.

Joann spent the first 12 years of her career in the trust department of a local bank, working her way from operations up to a Trust Officer position. For the next 11 years she served clients as an Investment Advisor with one of Lake Geneva’s Registered Investment Advisors, and in 2020 she joined the FORM Wealth team. 

Joann is motivated by a desire to help people live their best lives. She focuses on building strong relationships with her clients so that she can fully understand their needs and more effectively guide them to their goals.

Joann still enjoys spending time on the family farm, caring for her parents’ miniature donkeys, miniature horses, and ponies. She also enjoys spending time with friends and being outdoors gardening, hiking and biking. 

 

Credentials and Educational Highlights

  • Bachelor’s degree from the University of Wisconsin-Madison
  • CERTIFIED FINANCIAL PLANNER professional
  • Member of the Financial Planning Association of Wisconsin and the Estate Planning Council of Walworth County