As Client Service Manager, Mona’s mission is to provide exceptional service to all clients.
Mona started at Cornerstone Financial Group in 2012. She is a member of the Operations team and serves as New Business Coordinator, where she processes paperwork for new and existing client portfolios. She also assists clients with wire transfers, ACH, Required Minimum Distributions and other monetary needs they may have. Her organized approach to learning and problem solving helps her develop and implement processes in an extremely efficient and accurate manner and is able to keep the rest of the staff up to date on the latest technology.
Mona grew up in Eunice, Louisiana and moved to Lafayette after she graduated from LSU with a Bachelor of Science Degree in Finance. She has 18 years of financial services experience, both as an advisor, then as a Client Service Manager. Prior to working at Cornerstone, she worked at Merrill Lynch. She is an avid animal lover and has a cat and a dog. Mona enjoys spending time and traveling with her husband.