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Monument Team

When you became a client of Monument Financial Group, you placed your trust in us and our team to help make your vision a reality. We honor that trust with the help of our expert support staff. Together, we make a strong commitment to customer service.

Monument Financial Group team in business attire

Michael J. Raposa IICFP®, CLU®, ChFC®

Wealth Management Advisor

Adam Christopher Baur CFP®, ChFC®, CLU®

Wealth Management Advisor

Ashley Deborah Allen

Practice Manager

Marianne Bimber

Insurance Operations Manager

George J Doran JrCLU®

Financial Advisor

Brian T Ishisaka WMCP®

Manager of Investment Operations

Ronald Joshi CFA®

Director of Investments

Allan F Koswick CFP®

Wealth Management Advisor

Rachel O Lear

Associate Financial Advisor

Lauren Pettersen

Director of Operations

Jeff Scully

Associate Financial Representative

Kennedy Jan Wilcox CLU®

Director of New Business