Meet Our Team

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Joyce J. Yoo | Financial Services Professional

Joyce is a Financial Services Professional who is truly passionate about her clients and helping them create fully customized financial plans for their future. Her practice is based on the needs of her clients, and making sure they get the highest level of planning. Joyce excels because she offers the utmost level of honesty and integrity, and is truly passionate about creating strategies designed to fit her clients’ needs rather than generic planning. She understands that there are a lot of wolves in the industry, and therefore strives to advocate for her clients. Joyce is a Court of the Table member of the MDRT*, and has achieved recognition as part of New York Life’s Executive, President and Premier Executive Councils**. Prior to joining the industry in 2009, she was a leadership mentor to college students and led a church ministry. In her free time, Joyce enjoys volunteering, leading Bible study, hiking, writing, collecting wine, and traveling.

*The Million Dollar Round Table (MDRT) is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry. Joyce has been a member annually since 2010.
**Joyce was a part of Executive Council in 2010 and 2011, Executive Premier Council in 2013, and President’s Council in 2012 and 2014.


The Nautilus Group®

The Nautilus Group®, a service of New York Life Insurance Company, is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives. Joyce is a Member Agent of The Nautilus Group®, and her affiliation provides exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.