Castle Rock Wealth Management
517 2nd St
Kellogg, ID 83837
Phone: (208) 783-5901
Text the word: CASTLEROCKWEALTH To: 72727
- Qualified Plan/IRA
- Compensatory Stock Options
- Business Succession Plan
- Tax Planning
- Gifting and Philanthropic Giving
- Distribution Plan at Death
Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives. We believe our clients appreciate this clarity we bring to the wealth management process.
Joan has been in the financial industry since 1978. Joan received a BS in Education from The Ohio State University in 1968. She is Financial Consultant registered with Castle Rock Wealth Management and holds Series, 7, 63, 24, 4 and 65 licenses. Joan loves the challenge of “navigating” the stock market, studying to find profitable opportunities for clients.
Joan lives in Kellogg, Idaho with her husband, John Fuller. She served for over 20 years on the board of the Historic Silver Valley Chamber of Commerce, was chairman of the Kellogg Gem Team working to promote economic development and a member of Kiwanis. She is still a go to person for volunteer help in many aspects of the community.
Joan and John enjoy skiing, snow shoeing, hiking, biking, kayaking and cruises. Being sports fans from Ohio, they cheer for Ohio State, the Cavaliers and (oh yes) the Browns. They have 5 children and six grand children who they enjoy as much as possible.