About Mona
I am a wealth advisor and I lead our firm’s financial planning operations. I began working with Jeff in 1998 at a different firm overseeing client service requests. I was excited to make the move to TandemGrowth with Jeff when he formed it in 2003. Since then, I have advanced my career and expanded my knowledge by serving in a range of financial planning and investment advisory functions. My expertise is in helping clients clarify their values, define their financial goals, and align their actions and resources with these goals. I also sit on the investment committee, working closely with Jeff to develop TandemGrowth’s investment strategy.
I believe strongly in the need for families to have a complete financial plan and a carefully structured, tax-efficient investment strategy to help preserve and grow their assets. Throughout my career, I have combined my technical and analytical skills with my love for client service—a passion that is manifested in my dedication to work closely with each client to help attain their life goals.
I live with my family in Alpharetta and am actively involved in local service organizations. I also enjoy cooking and entertaining friends and relatives and travelling.
Connect with Mona on LinkedIn
- Bachelor’s degree in international business from the University of Georgia
- Master’s degree in business administration from the American University in Cairo
Adviser Q&A
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.
Mona is driven by a strong belief in the importance of comprehensive financial planning and tax-efficient investment strategies for families. Her blend of technical expertise and dedication to client service enables her to help clients define their financial goals and achieve them effectively.
Outside of her professional commitments, Mona resides in Alpharetta with her family and actively participates in local service organizations. She finds enjoyment in cooking, hosting gatherings for friends and relatives, and exploring new destinations through travel.
FUN FACT!
Mona Fahmy Kuhlman, a wealth advisor at TandemGrowth, started her journey with Jeff back in 1998 and has since become a pivotal force in shaping their financial planning. Beyond numbers, she balances her expertise with a passion for cooking, entertaining, and community service in Alpharetta.
