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Meet Our Team

Arthur S. Montgomery, CRC

Arthur S. Montgomery, CRC

President and Investment Advisor Representative

Chuck Barker

Chuck Barker

Senior Partner and Registered Representative

David Irwin, CHFC<sup>®</sup>

David Irwin, CHFC®

Financial Advisor

Jennifer Montgomery

Jennifer Montgomery

Operations Manager

Zoe Contryman

Zoe Contryman

Office Assistant

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck