The Monument Team

Click our names or photos below to learn more about us, and watch our introductory videos!

Our Pledge to Our Clients

In keeping with the entrepreneurial spirit of Monument Wealth Management, we pledge to work tirelessly to help our clients achieve lives of financial independence, to consistently prioritize what matters most, and wherever possible, to be a force of calm and relief in the face of the anxiety and uncertainty that can all too often accompany financial success.

As we endeavor to preserve and grow the rewards of our clients’ hard work, we vow always to act as trusted advocates, unbiased directors, and honest advisors.

We will never stop searching for a better way.