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Monika  Ruzik-Klatka

Monika Ruzik-Klatka

Registered Administrative Assistant

Monika has over 15 years of financial services experience with a focus in the areas of wealth management, client services and corporate banking operations. These experiences have uniquely positioned her to be an excellent resource for clients needing guidance with their personal financial needs.

She earned her Masters in Economics from Warsaw University in Poland. In addition, she received a Graduate Certificate in Marketing Management at North Park University in Chicago. She has a series 6 and SIE registrations.

Monika serves as a Board Member at the Polish School in Tarpon Springs Florida where she also teaches Polish culture and language to elementary-age children. In her free time she enjoys exploring nature, going to the beach and bike rides. She resides in Tampa Florida with her family.