Our Clients

Busy Boomers

Read More

Women and Wealth

Read More

Young Professionals

Read More

Small Business / Self Employed

Read More

Our Team

Financial planner poses for photo

Jeffrey D. Montgomery

Owner/President Montgomery Financial Services LLCInvestment Adviser Representative and Licensed Insurance agent
Bio
Wealth manager poses for photo

Joani Gursky

Director of Operations
Bio
Money manager poses for photo

Edward Loftice

Associate AdvisorInvestment Adviser Representative and Licensed Insurance Agent
Bio
Wealth adviser poses for photo

Nicholas Craven

Associate AdvisorInvestment Adviser Representative and Licensed Insurance Agent
Bio
Financial Investor poses for photo

Edward Scott

Regional Directorand Licensed Insurance Agent
Bio
Financial Adviser poses for photo

Merrie Mcelrath

Marketing Manager/Event Coordinator
Bio