Monique has worked at a financial planning firm assisting multiple advisors with their daily operations and customer service. Her capacity to adapt to ever-shifting tasks, while connecting with both clients and her team, makes her an invaluable asset in her advisor engagements. With her flexibility and strategic approach to administration, Monique assists in maximizing advisors’ talents and contributing to their success. Obtaining her insurance license in 2010, Monique brings a wealth of experience to the team.
Monique lives in Southern California with her husband, four children, loyal Sheprador, and talking cat. Her family also enjoys hosting a foreign exchange student each year, acting as ambassadors to sunny southern California and the U.S. She enjoys the process of organizing, orchestrating, and constructing – anything from sewing her own wardrobe to throwing a memorable party. With her family she loves to climb mountains, take train adventures, go on urban quests, come up with inside jokes and EAT!