As a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, and Personal Financial Specialist, she combines technical expertise with a people-first philosophy to deliver trusted advice to individuals, businesses, estates, and trusts. Her specialties include tax planning and compliance, financial planning, and strategies to minimize tax liabilities—all tailored to help clients achieve long-term success with clarity and confidence.

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Joining the firm in 1981 and becoming partner in 1988, Joni helped establish the foundation of what is now MarkhamNorton. Over the decades, she has become a driving force within the firm, modeling the commitment, determination, and client-centered service that define its culture today. Many of her earliest clients remain with her, a testament to her dedication and the trust she has earned as a lifelong advisor.

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Joni’s industry experience spans healthcare, construction, retail, professional services, and manufacturing. Whether advising a business owner on strategic planning, guiding an estate through trustee responsibilities, or helping individuals prepare for the future, she is known for her innovative thinking, creative solutions, and steady guidance. As both a leader within the firm and a trusted advisor to generations of clients, Joni continues to exemplify the values of teamwork, service, and forward-looking leadership.