Our Team

Our Team

Liz Yates

OPERATIONS MANAGER

Elizabeth manages the back-office operations that keep The Albany Group organized and running smoothly. Always up for learning and taking on new challenges, she loves the variety that comes with her role. And with nearly four decades of financial experience under her belt, Elizabeth has seen clients go through a wide range of market fluctuations and life events.

A proud Alabama native, Elizabeth grew up in Hillsboro and went to Calhoun Community College. Now she lives with her husband in Hartselle, AL with their dog, Jazzy. As the mother of two grown sons, Elizabeth’s favorite pastime is spending time with her grandchildren. She is also active in her church, volunteering with their youth program. When not working, spoiling her grandkids or spending time at church, Elizabeth likes to unwind with a good book.

OUR TEAM

Joseph Montgomery

Joseph Montgomery

Managing Partner

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Taylor Roberts

Taylor Roberts

Managing Partner

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Chris Story

Chris Story

Managing Partner

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Beau Jones

Beau Jones

Managing Partner

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