At Callan Family Office, Joy supports the Financial Administration team in delivering essential operational and administrative services to high-net-worth individuals, families, and family office clients. She plays an important role in ensuring that key financial and administrative processes run smoothly and efficiently, allowing the broader team to focus on delivering a high level of service and responsiveness to clients.

Joy assists with a range of financial administration responsibilities, including bill-pay processing, bookkeeping coordination, entity administration, and onboarding. She manages private client mail processing and document management to ensure accurate and timely access to important records. In addition, Joy helps maintain organized financial and administrative documentation, supports data entry and updates across internal systems, and coordinates workflows that contribute to efficient client servicing. As an extension of the Financial Administration team, she works closely with colleagues across the firm to ensure operational accuracy and consistent support for client needs.

Joy received her degree from North Carolina Christian College.