Koonce Securities

Montgomery Investment Management, based in Bethesda, MD, is a SEC Registered Investment Advisor since 1987. The firm prides itself on its diversity of ideas and beliefs, which shape its method of investing through long-term strategies. With a focus on well-managed companies demonstrating sustained high return on invested capital at attractive valuations, Montgomery Investment Management seeks to deliver competitive advantages to its clients through a rigorous investment process and portfolio construction. Generated from the website

Getting to know my clients is the best part of my job. Some of them probably even know my dogs’ names (I talk about them all the time). But that’s why I’m here – so I can take the time to listen to my clients' life stories and help them work toward their dreams. Building long-term relationships is the first step to helping them develop and progress toward their goals. Take care of clients first and everything else will take care of itself. Outside of work, I’m plenty busy with our three kids and two dogs. I also enjoy cooking. Not that I'm an avid chef, but I enjoy it because it takes me away from the craziness of life! EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

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. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.