Giovanna started her career in wealth management in 2003 with A. G. Edwards after spending 15 years as a research analyst. In July of 2014, Giovanna joined Baird. Giovanna holds a Bachelor of Science degree in Finance from Oklahoma State University and a Masters of Business Administration from University of Houston – Clear Lake. Giovanna earned her CERTIFIED FINANCIAL PLANNER™ certification in 2006 and her Certified Divorce Financial Analyst® certification in 2016. Giovanna also prepared federal, state, and local tax returns while pursuing her masters degree. Giovanna’s specific expertise and knowledge has helped many pre-retirees and retirees prepare for and navigate retirement as well as other major life transitions.