There's Only One FirstWave®

Joan Soderberg


Client Service Associate


FirstWave Financial®

Client Service Associate

  • Support to Vice President of Client Operations working closely with our WealthCoaches™ and knowledgeable team.
  • Researches a wide range of complex issues to provide support and exceptional service custom tailored to each of our clients’ needs.
  • Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives.
  • Assists Client Operations with new client onboarding, transfer of assets, client support documents, two-factor authentication, check requests, and wires.


Volk Law Offices, P.A.

  • Supported attorneys with research and assisting clients in achieving the best possible outcome with their real estate, business, and complex litigation matters.


Eighteenth Judicial Circuit Guardian Ad Litem Program

  • Senior Secretary
  • Aided the Executive Director and Volunteer Coordinator to assist in providing powerful and effective advocates for Florida’s abused, abandoned, and neglected children.


Brevard County Legal Aid, Inc.

  • Paralegal to Managing Attorney
  • Assisted the managing attorney in providing free legal assistance to low income and disadvantaged persons in Brevard County.


  • University of Central Florida- BS Criminal Justice

Interested in a

Complimentary Consultation?

Recent Posts

The Many Ways Our Grandparents Give.

By Laura Chiesman

As life expectancies continue to increase so does the number of lucky kids who have multiple grandparents in their lives. Grandparents (and great-grandparents) are key sources of assistance to families and their influence is well documented.


4 Conditions that Impact your Money 

By FirstWave Financial®

When are you going to stop worrying so much about your money? When you finish paying for the kids’ college educations? When you pay off your mortgage? When you have saved one million dollars? When? While each of these are great achievements, unfortunately accomplishing them can have you worrying even more about your money.


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