Monica has over 30 years of diverse experience in the financial services industry, and currently is a Managing Director on the Mergers and Acquisition team. Throughout her career Monica has been instrumental in partnering with clients to identify solutions to meet their goals. Monica has actively worked with RIAs on their succession plans, identifying, structuring and selling individual firms. Prior to Mercer Advisors, she held positions at Schwab Advisor Services and Morley Financial Services, a division of Principal Global Investors. She has a degree in Economics from Eastern Michigan University and holds the FINRA Series 65 license. Monica resides in Ann Arbor, MI, and is a Director of the Ray and Mary Knight Scholarship Fund, and previously served on the Board of Directors of Detroit Public Television.