In this expanded leadership role, I still collaborate closely with Monument's clients through the Private Wealth Design process to make sense of their complex financial lives, remove anxiety of the unknown, and help high-net-worth families achieve their life goals. As a Partner at Monument, I support employee development, strategic planning, and managing the operations of our wealth management practice. About Monument Wealth Management:On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry. Our Team provides opportunities for business professionals and high-net-worth investors to get where they most want to go—and tap not just their potential for wealth, but their potential for living.For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com.