She joined legacy firm RGT in 2005, and played a vital role in leading their Financial Planning Team and Financial Planning Policy Committee. Her areas of expertise include comprehensive financial planning, divorce issues (including collaborative family law), retirement planning, education, insurance, tax and budgeting. Joanna coauthored the book, Considering Divorce? Critical Things You Need To Know, which was published in 2013. She has been actively involved in numerous charitable and community organizations in Dallas. Professionally, Joanna participates as a member of the Financial Planning Association, Collaborative Divorce Dallas and the Institute for Divorce Financial Analysts.