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Mona Gooden

Senior Retirement Plan Advisor

CEBS, QPA, QKC, QKA®, CPFA®, AIF®

Mona has more than 20 years of experience in the retirement plan services industry.  She has extensive plan design and consulting experience, including 13 years working within the record-keeping division of General American/MetLife.

Mona moved into the investment advisory side of the business in 2007, providing on-site client relationship management, focusing on plan design, governance and employee education. She also has considerable experience working directly with clients’ HR staff, helping them to streamline administrative procedures.

Mona received her BSBA from the University of Kansas in 1990.  She also holds multiple professional retirement plan designations, including Qualified Pension Administrator, Qualified 401(k) Administrator, and Certified Employee Benefit Specialist.

Mona has served on several Parent Teacher committees and was PTO Co-President, she also served as a Brownie & Junior Scout Leader and Parish School of Religion Catechist for 8 years. She enjoys bicycling (tandem style), running, hiking, gardening and spending time with her husband and daughters in her spare time.

  • Certified Employee Benefit Specialist
  • Qualified Pension Administrator
  • Qualified 401(k) Consultant
  • Qualified 401(k) Administrator
  • Certified Plan Fiduciary Advisor
  • Accredited Investment Fiduciary®

A WEALTH OF INFORMATION

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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