Mona started her journey in financial planning in 1998, initially overseeing client service requests alongside Jeff at a different firm. When Jeff founded TandemGrowth in 2003, Mona eagerly joined him to lead the firm’s financial planning operations.
3820 Mansell Rd, Suite T30, Alpharetta GA 30022
The Five Star Wealth Manager Award program is administered by Five Star Professional, an unaffiliated market research company that provides ratings in the ordinary course of its business. The referenced award is for the year 2024, using information covering various time periods, including one and five-year data. TandemGrowth did not pay a fee, directly or indirectly, in connection with obtaining this award. However, TandemGrowth paid a nominal fee after its receipt of the award, and not as a condition for its receipt, in exchange for a license to use the related logo. The research methodology includes a nomination stage, a regulatory and consumer complaint review stage, and concludes with a collection of objective evaluation criteria, such as client retention rate, assets under management and professional designations. The full program summary is available by clicking “Current program” at Five Star Professional’s website here.
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