Monika is a member of the firm’s Tax, Trusts, and Estates Group.
She primarily prepares individual, trust, and foundation tax returns for the firm’s high net worth and ultra-high net worth clients.
Prior to joining Metz Lewis, Monika was a Fiduciary Tax Manager with Charles Schwab Trust Company, but a majority of her wealth management tax experience was gained during her time with two of the big four accounting firms.
Monika and her husband James live East of Pittsburgh with their two children, Otto and Duke.
Background
- 2024 Metz Lewis Brodman Must O’Keefe LLC
- 2022 Charles Schwab Trust Company
- 2021 Ernst & Young
- 2010 PwC
Education
- 2010 B.A., Accounting, Washington & Jefferson College