Meet the Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management

We also can answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• What’s the best approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Jane An - Wealth Advisor, Managing Partner

Jane An is the President of Monolithe Wealth Planning Group. Her experience lies in executing financial strategies which may otherwise be difficult to navigate, as well as maintaining necessary ongoing adjustments to strategy as... Click to read more

Daniela Aljawad, Director of Client Services

Daniela Aljawad has worked at many of the top firms in the financial field such as MetLife and MassMutual. Daniela specializes in working with retirees and has a clear understanding of their unique needs. She loves working with clients... Click to read more