Susan Montgomery
Operations Manager
Susan brings 18 years of experience in the financial services industry to her role as Operations Manager. Prior to joining the firm in June of 2025, she held significant positions at a Houston-based investment advisory firm where she served in a leadership role and built strong client relationships. Susan combines a strong academic foundation with a passion for providing exceptional service and helping clients achieve their financial goals.
Susan graduated in 2007 from The University of Texas at Austin with a bachelor’s degree in Economics. Soon after, she started working at an institutional investment firm where she earned her Series 6, 7 and 66 FINRA licenses as well as her life and health insurance license. Susan is enhancing her knowledge and expertise by pursuing graduate level coursework in the financial field.
