Service & Experience
As an Advisor and colleague of fellow Focus Financial’s Advisor, Brad McMurray, Monica serves financially independent individuals and families looking for financial planning and investment management services.
She provides comprehensive financial planning, tax planning, investment management and estate planning for her clientele of retirees, successful individuals, families and small businesses. Monica works to accommodate her client’s needs with both fee and commission-based financial planning and investments strategies.
Monica helps his clients achieve their financial objectives through a long-term financial planning relationship. She accomplishes this through a commitment to quality advice and service and by using his independent status to give her clients access to a full range of products and services.
Client service is her first priority and she is always accessible for any client questions or concerns.