Avery Mona is a Financial Planning Associate at Spartan Wealth Management. He earned his Bachelor of Science in Finance from Wayne State University and supports individuals, families, and business owners with strategies focused on retirement planning, estate considerations, business taxation, and long-term investment allocations.
Avery approaches financial planning with discipline and attention to detail, qualities refined during his experience as a collegiate pitcher. His early exposure to the industry and ongoing collaboration with senior advisors have shaped a thoughtful, analytical approach to client service. In his off-time Avery enjoys playing golf, participating in a softball league, traveling, and spending time with family.
As part of a new generation of Spartan Wealth professionals, Avery is committed to contributing to the firm’s long-standing standard of personalized planning and multi-generational client relationships.