Julie has a tenure of over twenty years with The Monument Group. She oversees all quarterly institutional client report distributions. In addition to her quarterly reporting oversight, Julie also facilitates incoming client service requests and team operational compliance with all industry-wide and firm mandated rules and regulations. Julie began her career at UBS Paine Webber upon graduation from the University of Notre Dame. Julie has over 30 years of industry experience. She currently resides in Virginia with her husband and two children.

Chris has over 16 years of experience with the Monument Group and, using his wealth of industry knowledge, works closely with our clients to assist them in navigating their financial goals and objectives. He also assists the team with producing long-range investment plan reports for the individual and family clients we serve. A Maryland native, Chris attended Georgetown Preparatory School and went on to graduate with a Bachelor of Science degree from the Carroll School of Management at Boston College. He currently resides in Washington, DC with his wife.

Camille joined the Monument Group in the summer of 2019, following more than five years of experience at Wells Fargo Bank. She contributes extensive client service expertise and comprehensive knowledge of banking operations to the team.  As Team Director, Camille plays a key role in coordinating and facilitating team events, ensuring smooth operations and effective collaboration within the group.  Camille holds a Bachelor’s Degree in International Affairs from Trinity University in Washington, D.C.

Outside of her professional responsibilities, Camille is dedicated to giving back to her community through volunteer work. She also values spending quality time with her family. Camille resides in Maryland with her husband and their two children.

Luis works with our clients during the initial onboarding phase and assists with our clients' service requests. He brings in years of experience coming from Wells Fargo Bank as a Relationship Banker.  Luis attended Roanoke College and has a degree in Business Administration from NVCC. During his free time, he enjoys camping and running Ultra Marathons.

Patrick is a Client Associate with The Monument Group. He works closely with our clients as a first point-of-contact for service requests. Patrick also works with the advisors to build custom long-term investment plans for individuals and institutions. Prior to joining our team in August 2024, Patrick was a graduate of Colby College in Waterville, Maine where he studied Government and Managerial economics. After his graduation (and quarantine) in 2020, Patrick moved to D.C. to work in the tech and cybersecurity industries.

Nick joined The Monument Group as a Client Associate in the summer of 2024.  He works closely with our clients during the onboarding phase, and he assists with facilitating service requests.  Additionally, he works with the advisors to create, and design custom tailored long-range investment plans for individuals and families. Originally from New Jersey, Nick attended Virginia Tech and graduated from the Financial Planning and Wealth Management program. Nick currently resides in Fairfax, VA.

Matthew joined the Monument Group as a Client Associate in the summer of 2024. He assists clients through the onboarding process and handles their service requests, while also collaborating with advisors to craft customized long-term investment strategies for both individuals and families. Matthew attended Gonzaga College High School and then graduated from Salisbury University with his degree in Economics as well as his M.B.A. During his time at Salisbury, Matthew was a student-athlete on the men’s lacrosse team where he won a National Championship in 2023. Matthew is a Maryland native, having grown up in Annapolis, where he still resides today.