“The service problems we solve for clients every day run from simple administration to complex implementation.
The best compliment we can get from a client is, 'Thank you for taking such good care of us.' "
Monique joined the firm in 2016 as a Senior Client Relationship Specialist and today manages the firm’s Client Services. She is a member of the Senior Leadership Team and Operating Committee.
During her 20-year career in financial services, she has specialized in client services and relationship management at large financial institutions and mid-size investment advisory firms.
Monique serves on the firm’s senior leadership team and wealth management team for all client engagements.
Background
Monique received her Bachelor of Science in Business Administration from Appalachian State University. She has completed a CFP® Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNERTM designation and the completed the Chartered Financial Consultant® curriculum.
Professional Accreditation
- Accredited Investment Fiduciary®
- Investment Advisor Core Compliance Certificate
- Series 65 Uniform Investment Advisor Law Examination
Education
- Postgraduate Diploma in Financial Planning
New York University
School of Professional Studies - Bachelor of Science in Business Administration
Appalachian State University