Southern Arizona Location
Monique joined Cross State Financial Group in 2015 as a Service Assistant. Her background in Administrative Services and Case Management, coupled with her enthusiastic personality makes her the perfect compliment to the team.
Monique earned her B.A. in Psychology with honors from New Mexico State University. She is an Albuquerque-native, and when she is not taking care of client's account servicing needs she enjoys spending time with her mid-school age boys and family attending and participating in athletic activities.
Michael, an Accredited Investment Fiduciary, joined Cross State Financial Group in 2022; he is a Veteran of the US Army and a seasoned veteran since 1990 in the financial services industry. A graduate of the University of Michigan with an emphasis in Accounting and Economics, he has the eduation and experience to handle even the most complex financial planning situations. Michael is also a collectible postage stamp dealer and can be found at stamp shows across North America. He has parlayed his love of both stamps and financial planning into his moniker "Financial Planning for Philatelists" and has many stamp collectors and dealers across the USA as planning clientele. Michael lives in Phoenix, AZ, with his wife Cecilia. He has two kids, two granddogs, and finally a grandchild!
To schedule a conversation or meeting with Michael, please visit his calendar: https://calendly.com/azball