Joan Cowley Ursu, J.D.

Advanced Planning, Insurance Consultant

Joan was hired by Brian to better ensure that Intentional Wealth Advisors meets its goal of providing clients with competent strategic planning in the areas of estate and business planning.  This includes working closely with Brian, Tammy, and our clients’ attorneys, C.P.A.’s and bankers.  Joan’s years of experience as an attorney, together with her independent insurance designation, uniquely qualify her to identify our clients' unmet wealth planning needs, particularly in the area of life insurance.

Joan’s primary reason for joining Intentional Wealth Advisors is her appreciation of the firm’s holistic approach to client service.

“Over the years, I have participated in client events and have always been impressed with the way Intentional Wealth Advisors manages to treat clients like family while at the same time providing an expert level of information.  I believe my talents complement the firm’s focus of identifying all financial services clients might need throughout their lives and coordinating that strategy with each client’s attorney, accountant and banker.  I am excited to be a part of this uniquely relevant, client-focused approach.”

As a “people” person, Joan is looking forward to talking with all Intentional Wealth Advisors clients in order to develop the strategies that address their needs.  When not at work, Joan can as likely be found with a crossword in hand as exercising with friends.  Fueling her passion for fitness is Joan’s love of nutrition with a focus on forging lasting relationships with local farmers for high quality meats, fruits and vegetables.

Email Joan:

Check the background of this investment professional on FINRA’s BrokerCheck.