Monica Franzen

How do I help our clients Live a Richer Life®?
I support our clients by providing operational leadership behind the scenes—ensuring their service experience is seamless, well‑coordinated, and thoughtfully executed. By partnering with advisors and client service teams, I help manage transitions, streamline processes, and maintain consistency across systems, allowing our advisors to focus on building deeper relationships with their clients.

How do I align my time and money with my values and passions to Live a Richer Life®?
I find grounding and inspiration in the Pacific Northwest. Creating balance in life and nurturing genuine relationships are deeply important to me. I find joy in sharing meals with loved ones and cherish the time spent with my little ones, appreciating each moment as we build meaningful connections together.