Joyce A. Zak, CRPC^®, FPQP^®

DIRECTOR OF TRAINING, WEALTH ADVISOR

Joyce Zak brings over 25 years of experience to Fairport. Joyce supports multiple client teams as a wealth advisor. She is responsible for managing client relationships and the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning.

Joyce has been with Fairport since its founding, having joined Roulston & Co. in 2000. Previously, she worked at McDonald Investments, McDonald Trust Company, and Aetna Life & Casualty/Travelers Indemnity.

Joyce earned a Bachelor of Business Administration with a concentration in accounting from Baldwin Wallace College. She earned the Chartered Retirement Planning Counselor^™ and Financial Paraplanner Qualified Professional^™ designations from The College for Financial Planning.

Joyce and her husband Jim live in Brunswick, Ohio, with their two daughters. In her free time, she enjoys golfing and supporting her daughters’ soccer teams.