Monika Brzeznicka, CRPC®

Operations & Client Service Specialist

Monika Brzeznicka brings over 15+ years of financial industry experience to her role as the Operations & Client Service Specialist at Regimen Wealth. Monika is dedicated to delivering high level client service and satisfaction, aiming to make every interaction meaningful and productive. She has extensive client service and financial planning knowledge and a passion for connecting with people and building strong relationships.

Monika specializes in understanding complex client service needs, including account administration, beneficiary updates, asset transfers, custodian communications and support for advice implementation. Her expertise ensures that Regimen Wealth’s client service experience and operations run smoothly.

She is known for her patience, curiosity, and commitment to resolving issues effectively. Monika is a trusted resource for clients and colleagues; her personal touch, pride in her work and ability to create lasting connections make her an integral part of the firm’s team and client experience.

Monika holds a B.A. and M.S. in Economics from the Academy of National Defense and an M.A. in Economics with minor in Finance from Mississippi State University. She also completed the Financial ParaplannerSM certificate through the College for Financial Planning.