Monica joined Acosta Wealth Management in January 2013. She is our Director of Client Services and primary point of contact for our clients. Monica plays an integral role in providing ongoing client service and helping to build long-term relationships.
Cathy joined Lincoln Financial Advisors in 2005 as a Planner Assistant. In 2006, she stepped into the role of Office Facilitator. Cathy manages all levels of new business including investments, insurance, managed accounts, and retirement accounts.
Amy joined Acosta Wealth Management in June, 2019. She assists Abiel and Monica in making sure our clients have a fantastic experience working with us. Amy received her Bachelor of Science degree in Business Administration from Oregon State University.
**This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.