Montgomery Investment Management

Financial planning, to me, is about more than numbers; it’s about empowering people to live the life they envision. My goal is to bring clarity and confidence to your financial life so you can focus on what matters most. It’s incredibly rewarding to see someone take control of their future and it’s why I do what I do. Outside of work, I enjoy hiking, spending time with loved ones and supporting charitable causes.

Integrated Financial Strategies Inc. (IFS) is a boutique financial services firm dedicated to providing intelligent and practical financial planning and investment advisory services. Focused on a client-centric approach, IFS emphasizes integrity, trust, and long-term relationships in its business practices. The firm's financial professionals adopt a broad-based and coordinated strategy to help clients effectively manage their financial affairs. IFS prides itself on its commitment to doing things the right way, ensuring clients receive personalized and objective advice tailored to their individual needs. Generated from the website