Joshalyn Baca rounds off our team as our Wealth Partner Associate. Being in this field since 1999 she has seen every aspect of what this industry offers. Starting her career straight from high school as a wire operator, she quickly built her impressive resume by becoming licensed and growing through several positions such as- Assistant Operations Manager, Financial Advisor, Branch Administrative Manager & Senior Registered Client Service Associate, just to name a few.
Within Henderson Steffan Wealth Partners, Joshalyn focuses on client service, account risk management and the team’s day to day operations. She holds the Series 3, 7, 9, 10, 31 & 66 securities licenses & her Life, Accident & Health insurance license.
Outside of work, Joshalyn is a devoted animal lover. She, her mom and their family of four cats and three dogs provide foster care and financial support to aid homeless and abused animals in need.