Monica started her career in the financial services industry in 1995 and brings over 27 years of experience to our financial planning team. She has worked in client service roles for several major US financial institutions, and holds her Series 6, 63, & 65 securities registrations. She has earned the Certified Wealth Strategist® designation from Cannon Financial Institute, and is a Certified Divorce Financial Analyst. Monica works closely with Jason on all aspects of client planning & wealth management, she has been with our practice for more than 10 years and is an integral part if the team.
Monica is very social and her favorite pastime activity is getting together with friends and entertaining. She also likes baking, hiking,
playing piano, and gardening. A little-known fact about her is that she loves to get her telescope out for a little amateur astronomy!