Executive Administrative Assistant
Joy joined the Clear Money Path team in March of 2022. She brings her love for Rolla and passion for great client services together to ensure every person who works with Clear Money Path feels cared for. With great attention to detail, Joy helps our team provide timely, effective service to all our clients.
Prior to joining Clear Money Path, Joy graduated from Missouri Science and Technology with a Bachelors in Applied Mathematics. She actively volunteers as a choreographer for Fine Linen, a local community theatre. Joy also enjoys baking for a coffee shop and bakery.
Joy loves spending time with Justin, her husband, and living life with him here in Rolla. She also enjoys cooking and grilling, painting, playing the piano, spending time with family, and traveling around the country with her husband.
LEVEL PATHS, LLC IS AN INVESTMENT ADVISER REGISTERED WITH THE STATE OF MISSOURI. THE ADVISER MAY NOT TRANSACT BUSINESS IN STATES WHERE IT IS NOT APPROPRIATELY REGISTERED, EXCLUDED OR EXEMPTED FROM REGISTRATION. CHECK THE BACKGROUND OF YOUR FINANCIAL PROFESSIONAL ON FINRA’S BROKERCHECK THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY. DISCLOSURE DOCUMENTS: FORM ADV PART 1A | FORM ADV PART 2A | FORM ADV PART 2B-MARK RIEFER |PRIVACY POLICY | SAMPLE FINANCIAL PLANNING AGREEMENT | SAMPLE INVESTMENT MANAGEMENT AGREEMENT
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