Monica Guoth

Our Team

Monica Guoth

Executive Assistant

Monica’s role is to focus on practice management, client service, process management, project management, compliance, marketing, general administration, quality control, and collaboration, just to name a few. She provides client service in the areas of financial planning, investments, and insurance. Monica also ensures the Company is operating effectively and efficiently in support of meeting or exceeding client expectations with a spirit and commitment to continuous improvement.  Monica brings a wealth of knowledge and experience to the team with over 15 years of administrative experience. She has always demonstrated strong organizational skills, efficient task management, clear communication, and a proactive attitude.  

Monica is a cum laude graduate of Moravian University in Bethlehem, PA, where she earned a Bachelor of Arts Degree. She enjoys spending time with her husband and cats, as well as hiking, swimming, skiing, bowling, and playing piano – especially Billy Joel!

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