Jodon Montgomery

Wealth Planner
“We are truly able to help people and make their lives less stressful.”

 

Jodon loves all the different skills that have to blend together to result in successful financial advising, from the technical skills in finance to the personal and social skills when working with people (and on his own he added a skill in Python coding as well!). All those skills are oriented toward a single goal, though: To simplify clients’ lives and help them be better financially prepared for their future.

Jodon enjoys country swing dancing, so outside the Piton office, watch for Jodon and his wife on the dance floor!

Education:

Bachelor of Arts in Business Administration, Washington State University
CFOA – Certified Futures and Options Analyst

Scroll to Top