Lyndsey Monahan
Financial Advisor
Lyndsey Monahan
Financial Advisor
Lyndsey joined the Precision Wealth Strategies team in June 2024. She is a graduate of Illinois State University with a degree in Accounting/Business Information Systems, is a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®), and a Property/Casualty and Life/Health Insurance Producer.
Prior to joining the team, Lyndsey spent a decade in the financial services industry in both the captive and independent markets. Most recently, she ran her own financial planning practice focused on the unique financial needs of professional women, women business owners, and blended families. Through professional and personal experiences, she has also been involved in the creation and transition of multiple businesses throughout the last 20 years.
The financial industry is a second career for Lyndsey, a reformed nerd. In her previous career she was responsible for the oversight of a large information technology portfolio at a Fortune 50 company.
Outside of the office, Lyndsey can be found spending time with her family, entertaining friends, traveling, enjoying a golf scramble, or relaxing with a good book.
328
HOURS LISTENING TO AUDIBLE IN 2024
1
PETS AT HOME
27 HOURS
LONGEST TRAVEL DAY
7 IRON
FAVORITE GOLF CLUB
What is your favorite thing about being a Financial Advisor?
Guiding clients through the process of finding creative, tailored solutions to help reach their goals. Knowing the guidance given provides clients with clarity, confidence, and peace of mind and helps them achieve real, measurable results.
What words do you live by?
Count it all joy. Life is full of challenges and opportunities. I’m better for the challenges and obstacles I’ve faced – they make the achievements all a little sweeter.