Joni Lindquist, MBA, CFP®
Principal

A key component in building financial wealth is one’s career path.  As an executive/career coach, Joni assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions.  As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals. 

Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm. Joni is active in the community, currently as the Immediate Past Board Chair at the Women’s Christian Association, which oversees Armour Oaks Senior Living Community.  She previously served on the boards of Central Exchange and Bishop Sullivan. Joni is an active member in the Financial Planning Association and The Society for Human Resource Management. 

She is a graduate of Bowling Green State University in Ohio with a B.S. degree in Business Administration. Joni earned her MBA from The Ohio State University.

Words to Describe
Listener, Quick-Witted, Competitive, Loyal

Favorite Things to Do
Golf, bicycling, travel, relaxing & laughing with friends/family, walking my golden retriever Quincy

Unfulfilled Dreams
Golfing at Pebble Beach
Fostering a Golden Retriever companion dog

Favorite Musical Performer/Band
Billy Joel, Bruce Springsteen, Elton John

Secret Fun
Watching classic mystery shows like Columbo

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