Our Team

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

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

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

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

Shelly Bartik

Health & Benefits Account Manager

Stephanna Seitz

Medicare Assistant

Susan Fellie

Financial Services Assistant

Tammy Clark

Receptionist

Tanya Funk

Personal Insurance Specialist

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

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

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©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. 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. 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.

Our Team

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

Amy Montgomery

Andie Baker

Anna Washburn

Blair Davis

Brad Montgomery

Charlie Davis

Don Cain

Eric Montgomery

Jim Saner, CIC

Kent Montgomery

Kim Goecke

Kirstin Goldsberry, EA

Kristie Boyer

Lacey Fawley

Leslie Day

Lisa Seebach

Mandy Kingsolver

Melissa Rinehart

Shelly Bartik

Stephanna Seitz

Susan Fellie

Tammy Clark

Tanya Funk

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

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

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