Joella Roberts

Joella Roberts is our Client Experience Specialist at The LifeWealth Group. She is the charming voice you hear when you call the office and is responsible for ensuring that our families - current and potential - feel welcome and have an exceptional experience with each interaction. Joella is also responsible for helping to schedule Advisor meetings, assisting with all events and managing our families’ touchpoints. Fostering relationships with our families is her primary focus and she enjoys celebrating with them and supporting them in life’s celebrations and challenges.

In her free time, Joella loves to spend time with her family, travel, paint and do anything ‘crafty’. Please contact Joella if you need to schedule a meeting, RSVP for an event or to give feedback on your client experience.