Josette was born and raised in southern Wisconsin and graduated from the University of Wisconsin- Whitewater. She ultimately joined the financial services firm of Morgan Stanley and, in total, has spent more than 20 years in the financial services industry. Due to her tireless dedication to customer service, as a financial advisor with Morgan Stanley, she ranked No. 1 national in her first year advisor class of several hundred members. She then went on to become one of the youngest professionals in the country to obtain the coveted Certified Financial Planner (CFP) designation. Over the years, she consistently ranked in the top one percent of advisors and received numerous certificates and awards for her work, including being handpicked to be part of the pilot team that designed the financial planning system that Morgan Stanley implemented company-wide.
Josette worked with Waterstone Mortgage for 14 years and helped many borrowers obtain their dream of home ownership. In 2017 she combined her extensive financial background with Guaranteed Rates strength, flexibility and technology as one of the Nation's top lenders to offer a unique insight into her clients' long term financial needs and how different mortgage products can serve those needs. She is able to provide her clients with unmatched service and guidance as they proceed through the mortgage process.
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- Licensed in WI and IL
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