Monica Schreiber

Monica Schreiber is a Senior Client Service Associate who works closely with wealth advisors and clients to support and service their accounts. With more than 13 years of experience in the financial services industry, Monica is committed to being a timely, reliable resource for clients.

She began her career at AIM Investments and later spent three years at a boutique CPA firm. Her background includes supervisory roles as well as tax preparation experience, giving her a well-rounded understanding of client needs. Monica earned her Bachelor of Business Administration from the University of Houston–Downtown. Outside of the office, she enjoys cooking, spending time at the lake with family and friends, and looks forward to her annual trips to Round Top.

Favorite Music
Country, 80’s

Favorite Book
Currently enjoying Kristin Hannah books