Joan Bernardi

Joan Bernardi

Operations Manager

A marketing graduate of Illinois State University in 1986, Joan had a 12-year career with State Farm Ins. Co. and then spent 10 years keeping track of the family schedule. She started with Bryan at the onset of Crabtree Financial Group, LLC, in 2009 as an administrative assistant. Together, they built the processes needed to give our clients a complete financial planning experience tailored to their business and personal situations. As the operations manager, she now makes sure our growing firm has everything they need to provide top-notch service to all of our clients. While she is the source of how things "used to be," she appreciates and supports the new technology that allows us to work smarter.

Joan is an empty-nester with her retired husband, Don. They love the sunshine and spend their winters in Naples, Florida. The rest of the year, they can be found visiting their children and sightseeing the cities of their current locations (as of 2021, Oakland, Atlanta, and Orlando). She loves attending all sporting events, dining al fresco, and is also an avid reader.