Our Team

Behind the curtain…meet the people behind Montgomery Insurance & Investments.

Adam Horseman

Insurance Sales Specialist

Andie Baker

Personal & Farm Insurance Specialist and Business Insurance Marketer

Anna Washburn

Financial Services Specialist

Blair Davis

President & Business Insurance Sales Specialist

Charlie Davis

Tax & Accounting Department Manager

Don Cain

Financial Advisor and Medicare Supplement Plans Specialist

Eric Montgomery

Financial Advisor

Erin Morris

Financial Services Assistant

Jim Saner, CIC

Vice-President – Operations and Account Executive

Kent Montgomery

Financial Department Assistant

Kim Goecke

Tax Assistant

Kirstin Goldsberry, EA

Tax Accountant

Kris Carpenter

Personal Insurance Sales Specialist

Kristie Boyer

Personal Insurance Sales Manager

Leslie Day

Personal Insurance Specialist

Lisa Seebach

Tax Administrative Assistant

Melissa Rinehart

Business Insurance Specialist

Susan Fellie

Financial Services Assistant

Tanya Funk

Personal Insurance Specialist

Mariah Hammond

Personal Insurance Account Executive

Abbi Thornton

Accounting Clerk

Jenna Diehl

Receptionist

We are always looking for great people to join our team!

See below for the positions we are currently trying to fill.

Check out the background of firms and investment professionals on FINRA's BrokerCheck

©2020 Montgomery Insurance & Investments (MII), Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Fixed insurance services offered through Montgomery Insurance and Investments. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Montgomery Insurance & Investments and its subsidiaries are separate entities.

Diversification and asset allocation strategies do not assure profit or protect against losses.

Eric Montgomery, Don Cain, and Kent Montgomery are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Form CRS (Customer Relationship Summary) is available at www.joincambridge.com. They are collectively registered in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, and WY. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or information provided at these websites.