Mona Fahmy MBA, CFS, AIF®
I am a wealth advisor and I lead our firm’s financial planning operations. I began working with Jeff in 1998 at a different firm overseeing client service requests. I was excited to make the move to TandemGrowth with Jeff when he formed it in 2003. Since then, I have advanced my career and expanded my knowledge by serving in a range of financial planning and investment advisory functions. My expertise is in helping clients clarify their values, define their financial goals, and align their actions and resources with these goals. I also sit on the investment committee, working closely with Jeff to develop TandemGrowth’s investment strategy.
I believe strongly in the need for families to have a complete financial plan and a carefully structured, tax-efficient investment strategy to help preserve and grow their assets. Throughout my career, I have combined my technical and analytical skills with my love for client service—a passion that is manifested in my dedication to work closely with each client to help attain their life goals.
I live with my family in Alpharetta and am actively involved in local service organizations. I also enjoy cooking and entertaining friends and relatives and travelling.
- Bachelor’s degree in international business from the University of Georgia
- Master’s degree in business administration from the American University in Cairo