Monica has worked in the financial sector since 2007 and prior to that she was a licensed tax preparer. She truly enjoys helping her clients navigate the world of investing and understands that investing can be an emotional process. Her goal is to be an educator and objective partner with each of her clients to help manage the emotions of investing, which she believes, will lead to better investment decisions. Monica also believes that as she works with each of her clients to develop their individual investment plan, she may also help them aim to avoid potential obstacles or “land mines” that aren’t immediately obvious. She looks forward to meeting and talking with you as you wind your way along the road toward retirement.