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Laura Mongon

Laura Mongon
Laura Mongon
CRPS®, AIF®
Retirement Plan Advisor
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Laura joined the ProCourse team in 2012 and found her role flawlessly matched her background in insurance and financial services.

Since she has joined the firm, Laura has worked with our institutional clients to aid in administration of accounts, analysis reporting development and execution as well as plan governance. The most satisfying part of her job is helping clients find vendor partners that best fit their organization’s needs. Her expertise in knowing the questions to ask vendors and recognizing key details benefit the plan sponsor and participant by making the retirement plan experience seamless and rewarding.

About Laura:

Laura holds a BA from the University of Riverside, California. Laura loves spending time with her husband, young daughter, and cat, Fang.

Credentials:

> Accredited Investment Fiduciary (AIF®) designation
> Chartered Retirement Plan Specialist (CRPS®) designation, College for Financial Planning
>Investment Advisor Representative