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

 

Michael J. Raposa II , CFP®, CLU®, ChFC®

Wealth Management Advisor

Office 617-531-9553


Email

Read Bio

Adam Christopher Baur , CFP®, ChFC®, CLU®

Wealth Management Advisor

Office 617-742-6200


Email

Read Bio

George J Doran Jr , CLU®

Financial Advisor

Office 617-742-6200


Email

Read Bio

Allan F Koswick , CLU®, CFP®

Wealth Management Advisor

Office 617-531-9548


Email

Read Bio

Jeff Scully

Associate Financial Representative

Office 617-742-6200


Email

Read Bio

Michael A Guthrie IV

Associate Financial Representative

Mobile 978-460-7313


Email

Read Bio

Lauren Pettersen

Director of Operations

Mobile 617-742-6200


Email

Read Bio

Kennedy Jan Wilcox

Director of New Business

Office 617-531-9546


Email

Read Bio

Ronald Joshi , CFA®

Director of Investments

Office 617-531-9595


Email

Read Bio

Marianne Bimber

Insurance Operations Manager

Office 617-742-6200


Email

Read Bio

Rachel O Lear

Associate Financial Advisor

Office 617-742-6200


Email

Read Bio

Brian T Ishisaka , WMCP®

Director of Investments

Office 617-742-6200


Email

Read Bio

Benjamin Lepo

Financial Planning Analyst

Office 781-246-1010


Email

Read Bio

Ashley Allen

Practice Manager

Office 617-742-6200


Email

Read Bio