Office Administration

Jo-Anne Lewis

Jo-Anne is Frank’s assistant, one of the friendly voices that will greet you when you call. She takes great care to provide the high level of client communication and personal service that really makes the office team of ExcelPlan shine. She will go out of her way to get to know you and is always seeking to make each client experience individual and uniquely tailored. Jo-Anne is very capable, with 20 years’ experience in the financial services industry, and her warmth and thoughtfulness will quickly put you at ease.

Jo-Anne Lewis