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