Working as a financial advisor for over 20 years, Mona specializes in providing comprehensive financial planning and wealth management services to individuals, families and business owners. With compassion at the crux of her practice, Mona specifically enjoys helping independent female clients, where she can offer support for women going through life-changing events, such as divorce, death of a spouse or retirement.
Having suffered many of her own personal setbacks, these life experiences have fueled Mona’s passion for helping others. She works diligently to help clients develop the confidence that with a good plan, it is possible to survive – and thrive – through anything life throws at them.
Mona’s mission is simple: To listen empathetically, uncover critical values, and build a plan to help clients live a well-rounded life of financial confidence and resilience.
Whether you are a professional at a thriving company, a business owner looking to sell in the next five years or preparing for a milestone like retirement, Mona follows a values-based financial planning process where she designs a financial roadmap for clients and meets with them every four months to discuss their plan and chart their progress.
Working in a fiduciary capacity to her advisory clients, it is Mona’s legal duty to put her clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:
• Investment Management
• Cash Flow Management
• Retirement Planning
• Insurance Consulting
• Estate Planning
• Business Owner Planning
Mona graduated from Methodist University with degrees in political science and international studies. She is married to her husband, Kirk and has a son, Gabriel. An adventurer at heart, Mona loves to travel, sing, and meet new people. A bibliophile, she is rarely reading less than three books at a time and has never met a microphone she was afraid of. Ramona is also an award-winning actress and an avid runner.