Amy Montgomery

Financial Services Assistant

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  • 937.372.7669 x117

Originally from Wellston, OH, Amy has lived in Xenia since 1989 when she moved back to the area with her husband, Eric. She graduated from Rio Grande with a bachelors in applied business in 1986. Amy has been doing different jobs for Montgomery nearly all her life! Currently, she is working part time in the financial services department as an assistant and never fails to cheer up the department's day. 

Andie Baker

Personal & Farm Insurance Specialist

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  • 937.675.9321 x136

A lifelong resident of Jamestown, Andie works out of our Jamestown office. Andie had previously worked for Gerard Agency since 1996 and came to Montgomery when we absorbed Gerard in 2002. Andie has over 20 years experience in the insurance industry and does a fine job of running our Jamestown operation. You can always expect a warm welcome and friendly smile from Andie when walking into the Jamestown office. 

Anna Washburn

Financial Service Specialist

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  • 937.372.7669 x117

Anna is a lifelong Xenia resident. She started her career in the investments industry after leaving Super Valu in 2008 and joining the Montgomery team. Anna learned the business very quickly and has become a wonderful addition to the financial services department. You can always count on Anna to get the job done!

Blair Davis

Business Insurance & Marketing Manager

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  • 937.372.7669 x105

A lifelong resident of Xenia, Blair has a Bachelor’s Degree in Business from Bowling Green State University. She worked as a commercial lines underwriter for The Cincinnati Insurance Companies before coming home to the family business in 2008 as a 3rd generation Montgomery. In addition to her insurance position, Blair has become very involved in the community and is very active on many committees and boards since returning to the agency. 

Brad Montgomery

President and Account Executive

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  • 937.372.7669 x107

Brad is a life-long Xenia resident who is passionate about his hometown and its people. He is a graduate of Manchester University with a Bachelor’s Degree in Business, and also has CPCU professional designation. Brad brings over 30 years of experience in the insurance industry, as well as a wealth of practical knowledge accumulated through years of involvement with the family business and at the insurance company level. 

Charlie Davis

Tax Department Manager

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  • 937.372.7669 x103

Charlie is a life-long resident of Xenia.  He dual majored in Accounting and Finance at Wright State University and received his B.A. in Business in 2007.   He joined the Montgomery team in 2013 with Scott House announcing his retirement and earned his CPA in 2014. Charlie worked as a Demand Planning Manager and Accountant at Timbertech in Wilmington, OH for 7 years before making his move. Charlie is excited about his career at MII and is looking forward to many great years as our new Tax Preparation Specialist!

Cindy Smith

Controller

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  • 937.372.7669 x137

Cindy grew up in our neighboring community Cedarville, and now lives in Dayton. She joined the Montgomery team in 2010 as our controller. She now works out of the Jamestown office with Andie. Cindy is great with numbers... making her a perfect fit for her position at Montgomery. 

Don Cain

Financial Advisor and Department Manager

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  • 937.372.7669 x113

Don graduated from Wilmington College with a Bachelor's Degree in Business. He was born in Hagerstown, Maryland, and was a Navy brat for 22 years. He moved to Xenia in the 5th grade and never left. Don joined our team in 2000 as a Financial Advisor. He has been a very successful advisor for financial services and is very knowledgeable.

Eric Montgomery

Financial Advisor

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  • 937.372.7669 x114

As a member of the Montgomery family, Eric has always been around insurance & investments. Eric is a lifelong Xenia resident and takes pride in his community. He is a graduate of Rio Grande College with a Bachelor's Degree in Communications. In addition to his experience with the family business, Eric was a field supervisor for The Travelers before starting with the family business in 1990. 

Jim Saner

Vice-President and Account Executive

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  • 937.372.7669 x111

Jim is a graduate of Northern Kentucky University with a Bachelor’s Degree in Business. He worked for one year at The Cincinnati Insurance Company before he was discovered by Montgomery in 1997. The rest is history...  Jim has been a very valuable addition to the Montgomery team and has since become part owner. Jim has CIC professional designation. 

Kris Williams

Business Insurance Specialist

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  • 937.372.7669 x109

Kris has been in the insurance industry for over 20 years. She joined the Montgomery team in 2002, and moved to Xenia in 2006. Kris was brought on as a business insurance specialist and has been doing an awesome job with our business clients ever since. 

Kristie Dotson Boyer

Personal Insurance Manager and Sales Specialist

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  • 937.372.7669 x104

Kristie started working at Montgomery when she was 19 years old, and she’s never looked back. Kristie is a lifetime Xenia resident, with over 20 years experience in the insurance industry. Kristie started at Montgomery as the receptionist and has worked in all positions in the personal lines department! She is now the manager and new business sales specialist and still loves her job, even after 20 years!

Leslie Day

Personal Insurance Specialist

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  • 937.372.7669 x116

Leslie is a lifelong Xenia resident and joined the Montgomery team in 2010. Before being hired on at Montgomery, Leslie worked at Super Valu for 18 years. Shortly after Leslie started working her personal lines clients we had the hail storm of 2011... resulting in the most claims ever paid out from our agency! Leslie got to meet many of her new clients then and stayed positive throughout the chaos... she has been a wonderful addition to the Montgomery team. 

Melissa Rinehart

Business Insurance Specialist

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  • 937.372.7669 x106

Melissa graduated from the University of Cincinnati with a Bachelor's Degree in Business. Melissa started at Montgomery in 2004 and is a lifelong Xenia resident. Before joining the Montgomery team Melissa was a manager at DP&L for many years. Melissa recently moved from our personal insurance division to our business insurance division and is doing a great job servicing our business clients! 

Shelly Bartik

Health & Benefits Customer Service Representative

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  • 937.372.7669 x121

Originally from Chicago, Shelly moved to Xenia in 2007 when her husband took a job in the area. Before joining our team in 2008 Shelly worked at Summit Insurance Company 12 years. Working on the company side of the industry made Shelly a perfect fit for her position here and gave her an understanding of the industry, helping her excel with her clients. Shelly is always ready to help with a friendly smile and will work with you to answer any question you have in the ever changing health insurance industry!

Tammy Clark

Receptionist

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  • 937.372.7669 x101

Tammy is part of the “glue” that holds our office together. On a daily basis, she fields phone calls and shepherds visitors to the proper Montgomery representative. Tammy has been greeting our clients with a warm voice and kind smile since 2006. Tammy is from Cedarville and currently resides there. Before coming to Montgomery, Tammy had jobs in day care and also was a coffee barista for a few years... She would love to do this again but don't worry, we won't let her go!