Marguerite Montgomery

Client Service Specialist

Marguerite’s interest in the financial planning industry was sparked during her time at Texas A&M University, where she majored in Agricultural Business and minored in Financial Planning. She is passionate about helping advisors to have processes that allow them to utilize their time efficiently, which ultimately helps to make their clients financial lives feel less complicated. Her experience started from the bottom up, and she has served in a wide array of roles within a firm, from receptionist to being an advisor herself. It was in this variety of experience that she was able see where her skills fit best and discover what she is most passionate about. Making smooth systems and ensuring that tasks are done in an organized and complete manner are at the core of why she enjoys working with advisors. She enjoys taking on new challenges and working with others to simplify and improve upon their business.

Marguerite grew up in the North East Texas town of Longview, but now resides in Waco, TX with her husband (Colton), daughter (Charlee Kate), two dogs, and horses. She most enjoys days at the lake or pool and exploring outdoors, being involved in activities at church, and spending time with family. You will almost never see her turn down a good yoga class, book, latte, or a chance to travel somewhere new!