Monica Barber

Monica Barber works alongside Jeff in Grimsey’s Wealth team, helping clients turn their financial goals into clear, achievable plans. From researching strategies to creating and implementing Statements of Advice, she supports clients with thoughtful, practical guidance every step of the way.
Monica finds the most meaning in giving clients peace of mind, especially knowing their financial affairs are in order so they can focus on what matters most. With a background in finance and a friendly, approachable nature, she’s always ready to lend a hand.

Outside the office, Monica enjoys spending time with her husband, David and their new puppy, Amy. She loves tending her garden, working on sewing projects, and baking up treats.