Joan
Welchman

Joan Welchman has been a valued member of Envision Wealth Strategies for over five years. With a degree in marketing and a diverse background that includes working in pharmaceuticals and serving as a substitute teacher for 15 years, Joan brings a wealth of experience and a unique perspective to the team. Initially starting as a client of Lundqvist, she has grown with the company, learning and adapting along the way. Joan is dedicated to helping clients in any way she can, from facilitating money movement to providing exceptional support—everything but giving financial advice. She is happily married for over 30 years with two daughters, one a nurse and the other a radiological technician. Joan's commitment to client service and her warm, approachable demeanor make her an invaluable asset to Envision Wealth Strategies.