Since joining the firm in 2013, Yoanna has been the backbone of our operations, making sure everything runs smoothly, from daily processes and paperwork to ensuring our clients’ comfort at our office or events. With a background in banking and a bachelor’s degree in International Business from the University of South Florida, she seamlessly transitioned into the financial services industry, where she has found her true calling.
Yoanna’s career in the financial industry began in 2007 when she took on a role at an insurance company. Little did she know that this initial step would ignite her passion for financial services. It was there that she met Mark, her now-husband. Their shared vision and dedication to helping others laid the foundation for what would become Total Resource Financial.
Yoanna holds a Life, Health & Annuity License (2-15) in the State of Florida and is an appointed notary public.
Beyond her professional life, Yoanna loves to spend time with family and friends. Mark and Yoanna have three grown children, and a beloved American Bully, Stormy. Living in Tampa since 2002, Yoanna enjoys the gulf beach life, and often indulges in her passions for travel, concerts and martial arts, particularly Muay-Thai.
Yoanna’s first philosophy for retirement: “Be smart with your money but also enjoy it while you can.”