Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael R. Bless, CFP

Founder, Managing Director

(214) 427-4704

michael.bless@monumentwp.com

He was born in Carlisle Pennsylvania and graduated Magna Cum Laude from Pennsylvania State University. He began his career at the American Heart Association’s Pennsylvania Affiliate where he led a Hypertension Control Program and...

Marco Galvan

Director of Technology

Marco oversees our firm’s technology systems and support services. His previous roles include serving in non-profit program management and call center operations, spanning over 12 years. Marco graduated from Austin College with a BA in...

Paul Keeton

Managing Director, Investments & Advisory Solutions

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards...

Katie Mohan

Director of Marketing

Katie works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing...

Jaci Spann

Virtual Service Associate

972-581-3081

jaci.spann@prosperafinancial.com

Jaci Spann has been in the financial industry since 1997 and has been a valued member of Prospera since August 2008. With a strong foundation as a Sales Assistant and a deep background in Operations, she brings a thoughtful,...