Monica Moose, CDFA™
After 12 years of client service experience in the corporate and small business world, I made the decision to join KRM Financial Services in 2006, managing the front office, handling daily operations and greeting clients. Prior to joining KRM Financial, I had taken some time off to stay home with my two young sons while substitute teaching and volunteering time with many active organizations.
At KRM Financial Services my greatest joy has been establishing relationships with our longstanding and new clients. Listening and learning about our clients’ expectations, needs and concerns, and then seeing the results of a carefully drafted plan inspired me to become a licensed financial advisor. In addition I chose to pursue accreditation with the Institute for Divorce Financial Analysts™ and successfully earned the Certified Divorce Financial Analyst® designation.
Having personally experienced a life transition myself, I understand the anxiety associated with a major life change. I truly enjoy working alongside our clients and helping them navigate through the numerous financial moving parts while always keeping in mind that each and every client’s situation is uniquely personal to them.
I graduated from Western Illinois University with a Bachelor of Business degree in Marketing. I have lived in the Fox River Valley all of my life and have been in St. Charles for over 30 years. Outside of work, my favorite place to be is the outdoors. I enjoy running and hiking, and I have added cycling as one of my new favorite activities.