Hey! I’m The Other Half Of PFS

In every business, there are those ‘behind-the scenes’ tasks that not everyone loves to do.

I’m one of the few who DOES!

My name is Joyce!

Ten years ago, Sara Seasholtz and I were introduced. I was presented as someone she “needed”. She was dubious. As an extremely professional “money maven” she did not need me to duplicate her efforts. She needed someone who did everything she hated doing! She had never really had a full time “office manager” and did not completely realize what I could contribute to her business.

Over years, Sara and I learned a lot from each other. I learned what an incredible group of clients she served and why they respected her. She learned that an organized assistant could make her life more productive and enjoyable. Together we created an experience for ourselves and our clientele that makes coming to the office on a daily basis enjoyable.

I taught Sara that I could perform the daily chores like bookkeeping, office maintenance, client service and dealing with the many compliance issues required of the financial/security business. Sara has often said that “I taught her” how to use me.

Sara, here’s to ten years. We both have enjoyed what we do – and I, for one, am extremely grateful!!!!

About Sara Seasholtz

Sara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and has assisted her clients with their financial planning needs for over 40 years. Have a financial question? ASK SARA!


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