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Photo of Monica M. Garver, CPA, CFP®, AIFA®, CDFA®

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.”

Community Involvement

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

Selected Resources

Monica’s Articles
Qualf Vs Non Banner

Qualified Versus Nonqualified Plans

We know a strong retirement savings strategy is critical for all working Americans. But why are there two classes of retirement plans and how are they different? Learn more.

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I Stock 960516472 MM Gblog APR2021 USE

Estate Planning Can Lead to Easy Estate Administration

The author shares her personal story of her mother's loss due to COVID-19 to highlight the importance of how thorough estate planning can ease a family's burden during a time of grief and sorrow.

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FYI Sustainable Investing blog Image

Sustainable Investing: What It Could Mean for Your Portfolio

This is the first in a two-part series of blogs around Sustainable Investing. Here, we review the origins of Sustainable Investing and define what ESG means from a portfolio perspective.

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A women smiling in an office, meeting with a client.

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