Roch Monnig, CFP®, is the Lead Financial Advisor at Root Financial, where they focus on providing tailored financial guidance and enhancing operational efficiency through technology. With nearly a decade of experience in the financial sector, Roch has held various roles, including Wealth Advisor at Burney Wealth Management and Financial Advisor at PYA Waltman Capital LLC. Known for their expertise in Salesforce solutions, they have a strong track record of addressing complex client needs and improving internal processes. Roch is committed to creating innovative, tech-enabled environments that benefit both clients and the firm.
Location
Knoxville, United States
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