Team Meet Our Financial Planners & The Pearl Planning Team Click on one of our team members to view their full bio. View Media Kit Melissa Joy, CFP® President and Financial Planner Alexa Kane, CFP® Financial Planner Toni Wander, CPA, CFP®, CIMA®, CSRIC® Financial Planner Genevieve Guys Associate Financial Advisor Alyssa Calhoun Operations Manager & Integrator Susan Near Client Service Representative Joanne Przeslawski Process & Systems Manager Amber Hofmeister Intern Robert Cesario Intern
