Joanne Voss

Client Relationship Associate

Redwood Shores, California

Greater Portland Region and Vancouver, Washington

As a Client Relationship Associate, Joanne supports clients and advisors through ongoing service and relationship management. She focuses on clear communication, careful coordination, and helping clients feel supported as they work toward their financial goals.
Before joining EP Wealth, Joanne spent three years teaching preschool, where she developed strong communication, care, and organizational skills. She has since brought those strengths into financial services, where she has spent more than three years building positive client relationships. Joanne earned a B.A. in Mass Communication and Journalism with an emphasis in Broadcasting from Fresno State University, graduating with honors. She also holds an associate degree in Mass Communication.
Joanne was drawn to EP Wealth by the opportunity to work in client relations with people who genuinely care about others. She values thoughtful communication and dependable support, helping clients feel comfortable while continuing to grow her own knowledge of financial services.
Outside of work, Joanne enjoys spending time with friends, thrifting, crafting, and being outdoors. She is also active in her downtown community and participates in a recreational sports league each summer.