Joann Newport

Chief Operating Officer

Joann launched her career in the insurance and financial services industry in 2005 after graduating from Texas Tech University. From the very beginning, she has been driven by a clear purpose: to help individuals and families create secure, well-structured financial futures through thoughtful planning and personalized guidance. With more than two decades of experience, Joann is known for her steady counsel, attention to detail, and genuine care for the people she serves.

Her passion for financial planning is deeply personal. Raised by a single mother, Joann witnessed firsthand the powerful impact that careful preparation and disciplined decision-making can have on a family’s stability. She understands that financial security is about more than numbers — it’s about peace of mind, opportunity, and the confidence to face life’s uncertainties without fear. That perspective continues to shape her client relationships today, as she works diligently to ensure each family she serves feels informed, empowered, and firmly in control of their financial path.

Joann takes pride in building long-term partnerships rooted in trust and transparency. She believes effective planning should be both comprehensive and practical — aligning protection strategies, wealth accumulation, and long-term goals into a cohesive plan that evolves alongside her clients’ lives. Her approachable style and commitment to education help clients make confident decisions at every stage.

Joann lives in Lubbock with her husband, Scott. Their daughter, Madison graduated from Texas Tech University with a degree in Criminology. Outside the office, Joann enjoys traveling, spending quality time with family and friends, and enthusiastically cheering on her beloved Red Raiders.

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