Monica serves as the firm's director of Retirement Plan Services, working with the executive team to oversee all retirement plan services/components and their delivery to our Retirement Plan clients. Additionally, Monica works as a financial strategist in the Johnstown office where she provides her wealth management clients with unbiased advice that seeks to help them reach their life goals. She also serves on McKinley Carter's Investment Services Council (ISC), which oversees the design, communication and implementation of our comprehensive investment programs.

Licensing and Education

• CERTIFIED FINANCIAL PLANNER™ Professional
• Accredited Investment Fiduciary (AIF®)
• Accredited Investment Fiduciary Auditor (AIFA®)
• Certified Divorce Financial Analyst (CDFA®) - Retired
• Certified Public Accountant (CPA)
• Bachelor of Science in Accounting Duquesne University

Accomplishments and Honors

With over 35 years of experience in financial planning and investment management, Monica was selected as an AIF® Item Writer in 2020, which means she is a contributor to the Accredited Investment Fiduciary certification program based on merit. In 2022, Monica was selected for a position on the Scheme Commission for the AIF® designation program based on merit. Scheme Commission (SC) Members meet regularly to review and make recommendations to all aspects of the certification scheme including the scope, requirements for initial and ongoing certification, Code of Ethics, Conduct Standards and criteria for withdrawing certification. She may serve up to a maximum of four two-year terms on the SC. Monica is also a recipient of Pittsburgh Magazine’s “Five Star Wealth Manager Award.”

Community Involvement

Monica has been on several boards within the community; she is a former treasurer to the Johnstown Symphony Orchestra.

Selected Resources

• How a CEFEX-Certified Advisor Can Help Your Organization
• Sustainable Investing
• CEFEX Audit is Your Friend_Fi360 Conference Presentation