Meet Katie
FOUNDER, OWNER, WEALTH MANAGER, FINANCIAL PLANNER
Katie Lindquist, MSPFP, CFP®, AWMA™, ABFP™
Welcome! I’m glad you’re here. I’m Katie, a wife, parent, dog-mom, daughter, sister, friend, volunteer, and CFP® professional who loves taking away the stress of finances for people. That last part began with my first financial job in mortgage banking. Helping people achieve their home purchase goals inspired a bigger desire and drive to support their long-term financial well-being, so I earned my Series 65 license and became an investment adviser.
When I learned that nearly anyone can call themselves a “financial advisor” or a “financial planner”, I decided to become a CERTIFIED FINANCIAL PLANNER™ practitioner, which has the most rigorous exam, experience, education, and ethics requirements in the financial planning industry. (Only an estimated 12% of financial professionals are CERTIFIED FINANCIAL PLANNER™ professionals.*) After completing my CFP® designation, I enjoyed taking an even deeper dive into investment, retirement, and tax planning by earning my Master of Science Degree in Personal Financial Planning, along with advanced certifications in behavioral finance (my ABFP™ designation) and the unique needs of high-net-worth clients (my AWMA™ designation).
My credentials lay a strong foundation of expertise and experience, but successful financial planning goes far beyond letters after a name. It's about listening to you, first and foremost, and learning the perspectives, experiences, and feelings that shape who you are. This insight allows me to provide a uniquely personalized and comfortable experience, resulting in financial planning that helps you achieve what really matters most.
Why did I start my own company? I wanted to offer the kind of client experience I would expect. My years working in the industry revealed the varied levels of service and advice clients receive. When you're placing your trust – and life's savings – in someone's hands, I believe you deserve the following:
personalized financial advice that you can understand and rely on
modern financial planning strategies guided by proven, evidence-backed principles
a champion in your corner who puts your best interests first 100% of the time, with no “behind the curtain” incentives of any kind
industry-leading technology, research, and resources backing the advice and services you receive
a clear understanding of all costs and fees (i.e. no hidden or unseen costs of any kind)
To provide this kind of care and value, I founded Lindenwood Financial, a 100% independently- and locally-owned, fee-only (no-commission) fiduciary firm — with intention and purpose. Our name comes from my surname, which is Swedish for “branch of the linden tree,” thus our connection to the mighty linden tree. Inspired by the linden tree's strength, resilience, interconnectedness, and truthfulness, The Lindenwood Promise is our pledge to uphold these values by offering:
strength and confidence in your finances and future
resilience to withstand market and economic volatility, through thoughtful planning
expert guidance in foundational areas that interconnect for your overall success
an honest professional relationship led with integrity and transparency
I’m proud and grateful to guide clients using these principles, which are deeply rooted in my family’s heritage.
Outside of the office, you'll find me spending time with loved ones, enjoying nature, experimenting with clean (whole foods) recipes in the kitchen, and volunteering on a number of non-profit boards and committees in the community.
*Sources:
https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-1
https://www.bls.gov/ooh/sales/securities-commodities-and-financial-services-sales-agents.htm
https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics
