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Senior Client Service Associate
Monica is a seasoned professional in the wealth management industry with over 30 years of experience. Starting her career at Smithberg Wealth's predecessor firm in 1991, she now serves as a Senior Client Service Associate providing operational and administrative support to the firm's clients and advisors.
With a passion for exceptional client service, Monica is dedicated to creating a caring and supportive environment for all clients, ensuring the best possible experience.
Outside of work, Monica is married with a son and daughter and enjoys sports and outdoor activities. With her extensive knowledge and experience, she is a valuable asset to the Smithberg Wealth team.