Born in Akron, OH, and had the opportunity of moving so much that Ithere are 13 different schools attended from kindegarten to 12th grade. Mother of 3 and grandmother of 5 grandchildren with a 6th "in the oven". Spent 1 year as a Montessori teacher in the 1970s, and 7 years as a federal government employee before taking advantage of an early out in 1993. Moved back to Columbus OH in 1993 with her husband to enter "early retirement". Belongs to her church choir and the Columbus Chamber Singers. In 1997 obtained her Certified Financial Planner, CFP(R) [ shown here with her dressage horse, Donna Karan] started Partnership Financial in 1996. She has been working with middle America clients since then - people in 14 states are currently working with Partnership Financial LLC. Jo Anne is a founding member of the Alliance of Cambridge Advisors - a non-profit, member-owned organization of fee-only advisors, and a past president of the organization. She was twice appointed to the 100 Top Advisors published by Mutual Funds magazine in the early 1990's. While her glider pilot husband travels the US in search of contest trophies, she spends her time riding and singing when not traveling to meet with clients (and visiting kids/grandkids) around the US. When together with her husband, they love obsessing over the weekend's New York Times crossword puzzles.