Monica Larson

Monica Larson joined the CCMI team in 2010. She spent the first six years supporting the office by greeting clients, preparing correspondence, client billing and supervising other office operations. Now in a Client Services role since 2016, Monica works with our investment clients where her duties include completing Schwab forms, client scheduling, preparing for client meetings, along with other investment management services. Monica also works on marketing efforts and helps plan special client events. She enjoys being part of a team dedicated to serving our clients.

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Professional Bio

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