Laird Norton Wealth Management
Visualize, prioritize and analyze. This is what Monica helps clients do when it comes to their finances and by extension their entire life. She firmly believes that the client of the financial decision make today can make a big difference in how they live life.
Having served as an LNWM analyst for seven years, Monica knows all about the details that go into crafting an enduring yet flexible wealth plan. And she excels at working with the younger generations. As head of LNWM’s NextGen Money Group, Monica leads workshops and presentations that help get the next generation ready for financial responsibility.
She has a CERTIFIED FINANCIAL PLANNER™ certification and a B.A. in Business Administration – Finance from University of Washington.
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Laird Norton Wealth Management
Laird Norton Wealth Management is a Seattle-based firm founded by clients for the benefit of clients.