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Meet Our Team

 

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Monica A Milleson

Certified Financial PlannerTM

monica.milleson@lpl.com


As a CERTIFIED FINANCIAL PLANNER™ professional, I am honored to build a life plan for my clients and help them understand their options.  My greatest joy is working to do what is right for them and be their voice.

I am held to the highest standards set forth in the industry as a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. I surround myself with a back office of experts in tax, estate planning and investment research so that my clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.

I’m a big believer in partnering with my clients to ensure that they are empowered to make their own important decisions, so I strive to speak in plain English and simplify complex information.   I have been in the Financial Services field since 2011.  


Education:

  • BS, Finance and Marketing, Creighton University, Omaha, NE
  • Graduate Economics Program, Economic Forecasting, University of KS, Lawrence, KS

Professional Designations 

  • Certified Financial Planner™, CFP®
  • Accredited Investment Fiduciary®, AIF®

Licenses and Registrations:

  • Series 7 General Securities Registration through LPL Financial
  • Series 66 Uniform Investment Advisor Law Exam through LPL Financial
  • Life/Health/Disability Insurance

organizations:

  • Financial Planning Association
  • Nebraska Financial Planning Association