Vice President, Relationship Manager
B.S. (Finance), University of Oklahoma
Joni, joined the Heritage Team in 2015. She serves as Vice President, Relationship Manager where she is responsible for managing client relationships. Joni holds the Certified Trust and Financial Advisor designation and has experience in trust administration, accounting and wealth planning and management.
After completing her studies in Finance from the University of Oklahoma, she began her career as a Financial Consultant with Bank Oklahoma Securities Corporation and Investment Professionals, working with individuals and families to accomplish and manage financial independence.
She also has experience as an Independent Petroleum Landman, where her responsibilities included title research, abstracting, leasing, and lease and contract development. She and her husband Keith enjoy spending time with their children and grandchildren. Her hobbies include running, golfing and traveling.