Monument Wealth Advisors

Team

Bernard Hamilton

Bernard Hamilton

Financial Planning Specialist

Roles & Responsibilities

  • Bernard assists with financial planning and investment management analysis. He also provides back-up to Celeste for transaction processing such as security trading and money movement.
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Samantha Tyndale

Samantha Tyndale

Client Service Coordinator

Roles & Responsibilities

  • Samantha processes new forms/applications and facilitates communication between clients, Ayesha and/or other staff members.
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Adam Wisniowski

Client Service Specialist

Roles & Responsibilities

  • Adam helps the team with portfolio maintance and rebalancing and confirms annual retirement plan contributions are met.
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