Meet Monica Davis, Operations Administrator

Monica Brings More Than 15 Years of Experience to the Lawson Kroeker Team

Years in the Investment/Finance Industry: 15 plus
First Car: 1987 Buick Somerset

“It feels like joining Lawson Kroeker is like joining a family.”

When you come to Lawson Kroeker, it won’t take long before you’ll notice that the investment planning services you receive feel a bit different than at other investment management firms. At Lawson Kroeker, we are not interested in following what the Wall Street crowd is doing, or in selling you on a particular idea or financial product.

Instead, you’ll receive expert advice, delivered in the style you might expect from a trusted friend for your long-term benefit. Below, you can read about Monica Davis, operations administrator for Lawson Kroeker. Monica is an important part of helping clients receive the high-quality investment planning services they count on from our team.

Before coming to Lawson Kroeker, Monica earned a Bachelor of Science in secondary education, with an emphasis in English and communication studies from the University of Nebraska in Lincoln. She also has more than 15 years of experience in the securities industry.

Though she’d love to own a flower shop if she weren’t in the investment planning services industry, Monica finds a lot of satisfaction in being a part of the Lawson Kroeker team. Monica says: “I’m the newest member of Lawson Kroeker. I started at the very end of 2017 and I could not be happier in my new position. I have joined a ‘family.”

Monica is experienced at getting the most possible value out of a situation. As a note of trivia, her first car, a 1987 Buick Somerset, was sold for scrap immediately after her final use. She also loves serenity, so her ideal vacation home is a little cottage on a beach.

Monica is a huge Husker football fan, and she loves anything outdoors, such as yard work and gardening. If you ask her what her favorite hobby is, though, she’ll tell you that hanging out with her 13-year-old son trumps everything else.

Next time you’re near Lawson Kroeker, take a moment to stop in and say hello to Monica. We’re delighted to have her on our team, serving our clients with the high level of quality our company celebrates. To make an appointment or learn more about the investment planning services we offer, contact us today.