Our Team

Amy Montgomery

Financial Services Assistant

Andie Baker

Personal & Farm Insurance Specialist and Business Insurance Marketer

Anna Washburn

Financial Services Specialist

Blair Davis

Business Insurance Sales Specialist

Brad Montgomery

President & Business Insurance Specialist

Charlie Davis

Tax Preparation Manager

Don Cain

Financial Advisor and Medicare Supplement Plans Specialist

Dottie Redd

Personal Insurance Specialist

Eric Montgomery

Financial Advisor

Jim Saner, CIC

Vice-President – Operations and Account Executive

Kent Montgomery

Financial Department Assistant

Kim Goecke

Tax Assistant

Kirstin Goldsberry, EA

Tax Accountant

Kris Williams

Business Insurance Specialist

Kristie Boyer

Personal Insurance Sales Manager

Lacey Fawley

Accounting Clerk

Leslie Day

Personal Insurance Specialist

Lisa Seebach

Tax Administrative Assistant

Mandy Kingsolver

Marketing Coordinator & Tax Assistant

Melissa Rinehart

Business Insurance Specialist

Paul Monning

Insurance Specialist

Shelly Bartik

Health & Benefits Account Manager

Stephanna Seitz

Medicare Assistant

Susan Fellie

Financial Services Assistant

Tammy Clark

Receptionist

Tanya Funk

Personal Insurance Specialist