Monica knew early on in life that she wanted a career in the investment advisory business; she is passionate about helping clients achieve their financial goals. She graduated in 2009 from University of Texas at Dallas with a B.S. in business administration and finance, and earned the CERTIFIED FINANCIAL PLANNER ™ designation in 2012. After spending several years as an advisor with UBS and Fidelity, Monica joined Exencial due to the high ethical and fiduciary standard in place. In 2017, she earned the Certified Investment Management Analyst ® designation administered by Investment Management Consultants Association® and taught in conjunction with The Yale School of Management. Monica attends Watermark Community Church in Dallas, is an active volunteer with Make-A-Wish North Texas, and frequently helps out with various at-risk youth programs. She enjoys her time tutoring elementary students in math and often catches herself giving them financial advice.
Monica resides in Frisco with her husband Matt, and they are expecting their first child in August.
Estate Planning Team