Title: Team Leader Wealth Management and Charitable Advisory Group, FirstMerit
Department: Daverio School of Accountancy Advisory Board
Mona received her accounting degree, law degree, and Masters of Taxation degree from The University of Akron. Mona also earned her Bachelors of Science in Accounting from The University of Akron. As Team Leader of the Wealth Management and Charitable Advisory Group for FirstMerit Advisors, her duties include developing complex financial plans which are customized to individuals and business clientele, development of comprehensive financial plans and ancillary reports in order to guide her clients to financial success, and providing legal research and tax support to other professionals in order to provide clients with the most current planning tools. Mona has experience as a tax attorney and as a legal researcher. She has worked extensively with high net-worth clients and businesses. Mona also worked for EWR. Inc. as a Tax Attorney where she worked extensively in the areas of estate planning, retirement planning, and tax planning. Mona also worked for LexisNexis where she specialized in legal research and legal writing. She is an active member of the American Cancer Society and with St. Hilary School. She is a past Board Member of Fairlawn Lutheran Preschool. Mona is the mother of three children.