Joani Gursky

Joani Gursky is the Director of Operations & Chief Compliance Officer at Montgomery Financial. She has been with the company since 2012 and is responsible for the day-to-day operations, including processing client applications and transfer forms, handling account deposits and withdrawals and ensuring that clients required minimum distributions are satisfied.

Joani holds a Bachelor of Arts degree in English Literature from Salisbury University. She resides in North Carolina with her husband, and they spend a significant amount of time traveling to watch their sons play baseball in college. She is a baseball mom through and through! Her hobbies include reading and taking her golden retriever, Nash, on long walks.