Client Services Manager
Monica Larson joined the CCMI team in 2010. She started in office management, but in 2016 moved into her current role in client services. Monica primarily serves our investment clients by completing Schwab forms, scheduling, and preparing for meetings, among other tasks that make the client experience what it is. Monica also helps plan our client appreciation events too.
Monica received a bachelor’s degree in Psychology, with a minor in English, from San Diego State University. Her adeptness with writing and understanding people equips her to provide our clients with a seamless, comfortable experience.
Before joining CCMI, Monica spent over a decade in retail, including quality control and support for a retail software company. In addition to her role at CCMI, she is also a Whispering Winds Women’s Auxiliary member and Family Camp Crafts volunteer.
Monica and her husband have two grown children and two dogs—Dash the Jack Russell and Sierra the Border Collie/Lab mix. When she’s not spending time with them, she enjoys cooking and baking new recipes, finding and implementing new home decorating ideas, and traveling on road trips to cheer on the Green Bay Packers and many college teams.
“Her adeptness with writing and understanding people equips her to provide our clients with a seamless, comfortable experience.”
This week, our spotlight series continues with Monica Larson, who celebrated her 10 year work anniversary with CCMI last week! What is a day in…