About Joanne

Joanne Mathews ConsultingJoanne Mathews graduated from UCLA with an Economics degree and began her career in residential property management. After her next stop in corporate recruiting, she went back to school, earning her MBA from UC Davis, emphasizing marketing and market research. She then landed a position in product development at Charles Schwab & Co., Inc. She enjoyed 17 years at Schwab in a variety of positions, most recently as Chief of Staff to the President of Schwab Institutional, and as National Vice President of the Schwab Advisor Network.

Joanne lives in Bend, Oregon with her handsome and reasonable husband Nelson and their two oddly funny children, Casey and Theo. They all share responsibility for their brilliant Cockapoo, Buffalo, and their exceptionally friendly kitty, Ira.

Joanne will often collaborate with other talented professionals to meet your unique needs.