Meet The Team

  • Allen MontgomeryAllen Montgomery

    Chief Investment Strategist

    Allen has been actively managing individual client portfolios for over 25 years. Over this time, Allen has navigated clients' money through an extremely wide range of financial circumstances - the July 1990 crash after the Kuwaiti invasion, the 1997 Asian financial crisis, the 1998 Russian financial crisis, the 2000 dot-com bubble, 9/11, the bear market of 2002, the rising interest rate environment of 2004 - 2007, the Chinese stock bubble of 2007, the 2008 US market crash, the US financial and banking crisis, 2009 Dubai debt debacle, the 2010 European sovereign debt crisis, the 2010 flash crash, the 2011 global market sell-off and the 2015 Chinese market crash.

  • Christopher KlineChris Kline

    Certified Retirement Financial Advisor™

    Chris is a well known investment advisor and financial planner who has advised families across the country. Over the last twenty two years, thousands of investors have listened to his advice on the radio and attended his presentations, including successful business owners and retirees of various well known companies and government agencies; many of whom now rely on Chris and his staff for financial guidance.

    Chris has been heard on WLVU 106.3 FM as the Sunday morning host of the weekly radio program "Strategic Planning" and has been interviewed by other radio personalities in the Gulf Coast Florida and Wisconsin radio markets. Chris has also been a regular guest contributor on the "Ask the Experts" show and "Up Front with Vicki McKenna". Currently, you can hear Chris each Saturday morning as he fields your financial questions on "Money Talks" on WTSO 1070 AM and 100.9 FM and streaming online at Money Talks is a call in format show where the ever changing topics of investment management and retirement planning are discussed.

  • Jonathan StumpJonathan Stump

    Equity Analyst

    Jonathan graduated from Berry College with dual degrees in Finance and Accounting. He specializes in public equity research and analysis and is currently a Level 2 Candidate in the Chartered Financial Analyst (CFA) program. This program is extremely rigorous requiring the successful passage of three Levels. Currently, there are only 120,000 CFA members, worldwide.

    Jonathan also adds his expert analysis to the firm's weekly radio programming.

  • Lauren MansfieldLauren Mansfield

    Assistant Director of Account Operations

    Lauren has been in service to our advisors and clients for over a decade. She is responsible for all aspects of client service and administrative management. Lauren is a graduate of the University of South Florida.