Paraplanner
Monica serves as a paraplanner at Financial Enhancement Group (FEG), bringing with her a wealth of experience and a heart full of ambition. She is a registered investment advisor representative with the FPQP® designation.
With 20 years of banking experience and a personal goal of providing holistic care to her families, she provides a personalized financial planning experience as well as a proven ability to build strong, honest, and caring relationships to enhance financial well-being. Her bubbly personality and unwavering commitment to family satisfaction make her a perfect fit for FEG and her future role as a financial advisor.
When Monica is not at work, she treasures moments of sleeping in before diving into the joyful chaos of spending time with her six children. Her weekends are often filled with outdoor activities, from tending to her extensive garden to spending quality time on the boat. Fishing, working out, and watching football with her family are some of her favorite pastimes.
MRoss@yourlifeafterwork.com
800-928-4001
Financial Enhancement Group is an SEC Registered Investment Advisor.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
