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W. MICHAEL MONTGOMERY
AIF®, CLU, CFS, TGPC
Managing Director, Montgomery Retirement Plan Advisors
mmontgomery@m-rpa.com
Mike Montgomery has more than thirty-four years of experience in the retirement plan field, founding Montgomery Retirement Plan Advisors in 2004 after achieving success as a pension specialist or regional manager for several leading retirement plan providers. | Read Full Bio |
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JEFFREY A. GEBHARDT
Client Relations Manager, Montgomery Retirement Plan Advisors
jgebhardt@m-rpa.com
Jeff Gebhardt has over 15 years of experience in the financial services field. He has a strong background in investment evaluation, having assisted plan participants and other investors with investment selection and asset allocation strategies for T. Rowe Price and JP Morgan. Mr. Gebhardt also has a background in regulatory compliance, having previously served as Global Anti-Money Laundering Analyst for Citibank. | Read Full Bio |
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David M. Montgomery, AIF®, CRPS®
Vice President, Montgomery Retirement Plan Advisors
dmontgomery@m-rpa.com
David Montgomery joined Montgomery Retirement Plan Advisors in 2011 after six years of developing tailored investment solutions for high net worth clients of
T. Rowe Price. | Read Full Bio |
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