PROFESSIONAL

Founder and Principal, Monica Sinha, considers her twenty-five-year career in financial planning and wealth management to be one of life's greatest blessings after her family and friends. She specializes in in helping successful attorneys, physicians, business owners, and corporate professionals align the way they are compensated, e.g., RSUs, PSUs, and other variable sources of income, with their financial goals and values. She has been recognized as a top financial professional in the areas of wealth management and retirement distribution planning and has been featured by Forbes.

It is Monica's mission to provide clients with a holistic financial planning process that helps them not only achieve financial security but help them understand their financial capacity in order to make real-time decisions that impact those they care about most. She believes the best advice stems from an intimate understanding of what's most important to her clients, and they're often family-oriented, busy professionals looking to delegate the task of financial planning to her and her team. Clients often say she asks the questions they've never been asked before and feel inspired and energized to take action.

What sets Monica apart is her deep empathy for the challenges her clients face, and she reminds them they are not alone as they are going through divorce, job loss, illness, or death. Her clients value her ability to see the bigger picture in these moments that can only come from witnessing a number of these stories play out over her 25-year career. She is honored to hold such an intimate role in their lives as the person they turn to during their triumphs and struggles.

Monica lives in Minneapolis with her husband Kevin and their four chidren. In her free time, she enjoys spending time at the Minikahda Club and traveling. Monica has been to every continent, except Antarctica, and has visited over forty countries in the world. She's originally from the East Coast and lived in Japan for 3.5 years.

EDUCATION

• University of Wisconsin – Madison: Bachelor of Arts, Economics, Marketing & Finance
• The American College: Chartered Life Underwriter (CLU®)
• The American College: Chartered Financial Consultant (ChFC®)

ASSOCIATIONS AND MEMBERSHIPS

• Member of National Association of Insurance and Financial Advisor- NAIFA

Matt believes success is defined as doing well for yourself, while significance is defined as doing well for others. His mission is to be a catalyst to move people from success to significance.

One of the greatest gifts and powers we have as human beings is the power to choose. Every day we have a choice to learn something new. As a lifelong learner, Matt is always striving to grow and get better so that he can lead and serve others better. 

Matt’s 25-year tenure at Northwestern Mutual has prepared him for the role he is in today as Chief Strategy Officer and Wealth Management Advisor at Mila Wealth Management. Starting as a College Intern, then beginning his own practice as a Financial Advisor, and eventually developing into various leadership positions, including 12.5 years as a Managing Partner responsible for one of 75 Northwestern Mutual firms, Matt has walked in many shoes. These experiences help him lead the team and clients to think bigger than themselves.

Our team is committed to providing clients with the ability to align where they are with where they want to be in the future. We specialize in helping clients in their 50s and 60s create and implement an efficient retirement distribution strategy. Our holistic financial planning process quantifies financial capacity so our clients can ‘live life fully.’ Our clients are family-oriented, busy professionals that value delegating their financial planning to our team. Our approach to financial advice is rooted in an expansive knowledge and experience within the field, as well as a belief in a personal relationship with each of his clients.
 
Matt lives in Milwaukee with his wife Molly and their four children. In his free time, Matt loves being at all his children’s sporting events and activities, as well as boating, golfing, and engaging in the community.

Education

• University of Wisconsin – Whitewater: Bachelor of Arts in Communication and Marketing

Professional Designations

• CLU®
• ChFC®
• CFP®
• CASL®
• CLF
• CAP
• AEP®
• RICP