As a Scottish born immigrant to the United States, few can relate to the diversities that life can bring as well as Monique. She transitioned from AUL Case Administrator to Administrative Support for Tom Cates nearly five years ago. She holds her securities license with Kestra Investment Services, LLC which helps her to assist our clients promptly in their financial needs.
Monique is a very dedicated and highly efficient assistant with both a charming and valuable communication style. Monique does not offer Securities or Investment Advisory Services.