Director, Client Services
Visualize, prioritize and analyze. This is what Monica helps you do when it comes to your finances and by extension your entire life. She firmly believes that the financial decisions you make today can make a big difference in how you live life.
“Can the income from my portfolio support the life I want?” “For how long?” “What’s the best way to transfer wealth to my kids and grandkids?” Monica helps you answer these and many more questions, not just once but with each passing year, so that your risk of missing your mark is minimized.
Having served as an LNWM analyst for seven years, Monica knows all about the details that go into crafting an enduring yet flexible wealth plan. And she excels at working with the younger generations. As head of LNWM’s NextGen Money Group, Monica leads workshops and presentations that help get your next generation ready for financial responsibility.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration – Finance
University of Washington