Joanna Jadlow joined RGT* in 2005, and plays a vital role in leading both our Financial Planning Team and Financial Planning Policy Committee. She helps affluent individuals and families deal with complicated issues and make decisions that support their long-term financial security. Her areas of expertise include comprehensive financial planning, retirement planning, divorce issues (including collaborative family law), education, insurance, tax and budgeting.
The Dallas Business Journal honored Joanna as one of the area’s Top 40 Under Forty business executives, and D Magazine listed her as one of the top wealth managers and best financial planners in Dallas. She also received the Oklahoma Society of CPAs Gold Medal on the CPA Exam and the Lakewood Service League’s Service Hero Award. She has spoken at various events including conferences for the Sports Lawyers Association, the Sports Financial Advisors Association and the International Academy of Collaborative Professionals.
Joanna has been quoted in the Dallas Morning News and Kiplinger’s Retirement Report. She also coauthored the book, Considering Divorce? Critical Things You Need To Know, which was published in 2013.
Joanna has been actively involved in numerous charitable and community organizations, including Junior League of Dallas, Boys & Girls Clubs of Greater Dallas, Dallas Arboretum, Dallas Women’s Foundation and Community Partners of Dallas.
Professionally, Joanna participates in several organizations. She is a member of the Financial Planning Association, American Institute of CPAs, Texas Society of CPAs, Collaborative Professionals of Dallas and the Institute for Divorce Financial Analysts.
Joanna received her Bachelor of Business Administration in Business Honors and Accounting as well as her Master in Professional Accounting degrees from the University of Texas at Austin. She is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®.
*This is not a CPA firm