Monica M. Garver, CPA, CFP®, AIFA®, CDFA®
Director of Retirement Plan Services and Financial Strategist
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 our 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®)
- 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 is a National Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). In 2020, she was selected as an AIF® Item Writer, which means she is a contributor to the Accredited Investment Fiduciary certification program based on merit. Monica is also a recipient of Pittsburgh Magazine’s “Five Star Wealth Manager Award.”
Monica has been on several boards within the community; she is a former treasurer to the Johnstown Symphony Orchestra. Currently she serves as a volunteer at Laurel View Village.
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.