Our Team

Our Team

Stephanie Brock

CLIENT SERVICES SPECIALIST

Stephanie has been working in the financial industry for more than a decade, supporting clients and making them feel comfortable. Her welcoming nature along with the personalized service she provides adds to the firm’s close-knit family feel.

In Stephanie’s actual family life, she and her husband Allan, a high school principal, are very active in the community, particularly helping small rural schools survive and thrive. They devote a lot of time and fundraising support to their local high school’s staff and students. Together they have three children: Collin, Gavin, and Addie, plus a Shizu named Molly. When not in the office, Stephanie enjoys boating, kayaking, and just about anything that involves water.

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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