Monica’s diverse background enables her to integrate tax and estate planning into the financial planning process for her clients.
She enjoys solving the puzzle for clients – helping them identify their passion and then developing a financial plan that helps them to achieve it – whether it is a one-month or 20-year goal. She credits her optimistic attitude and hard work ethic to experiences she gained during mission trips to Malawi, where she helped to build Habitat for Humanity homes.
After graduating from Queens University, Monica began her professional career at GreerWalker Wealth (now part of Choreo). In addition to being a certified public accountant, Monica has obtained the personal financial specialist designation. She is an expert at helping individuals and multi-generational families with all aspects of wealth management.
Monica is actively involved in the community, serving on the Queens University Alumni Board and as a parent volunteer for the Providence Day School annual fund. The mother of three young boys, Monica and her husband live in Charlotte.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS