JoAnn specializes in holistic financial planning, with an emphasis on retirement/IRA planning and utilizing tax-efficient investment strategies. She provides these services with a focus on how financial decisions play a part in her clients overall financial health. After all, financial and physical wellbeing are related, and money stress can manifest its way into physical problems. Prior to founding Forest Asset Management, JoAnn started her career as a Certified Public Accountant with KPMG followed by a management position at Trans Union. After years in the corporate accounting environment, JoAnn moved on to personal finance, specializing in tax-related issues at the firm Pesavento & Pesavento LTD, which is where she grew her passion for financial planning. In 2006, JoAnn and her partner and brother, Mark Pesavento, started Forest Asset Management, to provide more in-depth financial services to their clients. JoAnn is a CERTIFIED FINANCIAL PLANNER™ and has an MBA in Finance from DePaul University. Her professional affiliations include the American Institute of CPAs (AICPA), Illinois CPA Society, and the Financial Planning Association (FPA). She is a Master Elite Advisor with the Ed Slott Advisor Group, an organization of financial advisors dedicated to being leaders in the IRA industry. JoAnn’s hobbies and interests revolve around the great outdoors including pickleball, hiking, biking, and kayaking on local rivers. JoAnn and her husband Peter met in college and have been married since 1988. Peter owns and operates a nuts-and-bolts importer and distributor south of Chicago. Peter and JoAnn instilled a love for travel and learning about new cultures in their children, and they continue traveling together across the globe as a family. Their son, Tyler, is a Miami University’s Farmer School of Business graduate and works with JoAnn as a Wealth Advisor at Forest Asset Management. On weekends, you can find him on the ice playing hockey at Johnny’s Ice House in West Loop or, possibly, in the kitchen whipping up a batch of his famous pickles, salsa, or Italian beef. Ty’s cooking is the hobby that JoAnn likes most since she is often the recipient of his efforts! Their daughter, Julia, graduated from the College of William & Mary in Virginia and is now a fourth-year medical student at the University of Illinois College of Medicine in Chicago. Outside of her busy school schedule, she enjoys running on the lakefront and volunteering at clinics and events around the city. She is very excited about starting her medical career as a resident in 2024. Finally, as dedicated as JoAnn is to her family, so too is she to her FAM-ily, always putting the extra effort in for her clients’ best interests.