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Joanna Caveney

Joanna Caveney

Account Manager

Why I'm a BADASS

I love taking the time to really understand where my clients are now and define what true success means to them! My background is a bit unique as I have expertise in sales/account management, marketing and technology, so I can see opportunities that my clients may not yet know exist. I love hearing my clients say things like, “I didn’t even know that was possible!”. I enjoy taking complex ideas and breaking them down into a simple visual image and connecting all the dots. I take the time to educate my clients on their options so they can make informed decisions. Working with my clients to focus on strategy before tactics, helps us to work together to create a laser focused approach that is built on a solid foundation to drive future success!

Street Cred

  • 20+ years in Sales & Account Management
  • Certified in Digital Marketing
  • Former agency owner
  • Experience in B2B & B2C

Super Powers

Laser Focused Planner, Dot Connector, Success Driver

Industry Experience

Information Technology, Professional Services, Retail, Restaurants, Non-Profit, Insurance & Healthcare


I enjoy experiencing the world by traveling, connecting with family and friends while enjoying great food (and vino!), and horseback riding at top speed. At home, I enjoy hanging out with my family including my husband, two kids (Arianna and Nico) as well as Teddy, our precious golden retriever.