Our Team
When you became a client of Monument Financial Group, you placed your trust in me and my team to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.
If at any time you have a question, concern or need, please let us know.
Ronald Joshi
Ronald joined our team in March 2016 and currently oversees financial planning and investment strategies for clients. A graduate from Caldwell University with Bachelor’s degree in Mathematics and Business Administration, he has had prior experience working as an investment analyst and paraplanner. He has his Life Accident and Health Insurance Licenses along with Series 7 & 63, and has passed the first level of the CFA exam.
Kennedy Jan Wilcox
Kennedy joined our team in February 2019. She is responsible for new business and communicating with clients in relation to servicing inforce policies. She graduated Cum Laude from St. Lawrence University in 2018 with a Bachelor's degree in Communications. Kennedy holds her Life Accident and Health Insurance licenses.
She resides in Boston, MA, and enjoys yoga, boating, and spending time with family and friends.
How can Kennedy help?
- She manages all insurance underwriting requirements and service requests.
- She schedules regular reviews with insurance, investment and advisory clients.
- She can take applications for insurance clients.
Rosemarie Glidden
Rose first joined Northwestern Mutual as a college intern while she was attending Providence College. She graduated in the Spring of 2019 with a Bachelor's degree in finance and marketing and then transitioned to Director of Operations with our team in June of 2019. Additionally, Rose holds her Life Accident and Health Insurance Licenses.
Rose resides in Boston, MA, and dedicates her time out of the office to family and friends. She enjoys running, decorating, and discovering new restaurants.
How can Rose hlep?
- She directs marketing, workflow and day-to-day operations of the practice.
- She opens and processes all new investment accounts.
- She can assist with rollovers, account paperwork and various other money movement and client onboarding requests.