Who We Are

Qualifications and Experience

David L. Montgomery, M.S.F., President

David L. Montgomery earned his undergraduate degree in Business Administration at Siena Heights College and his Master of Science in Finance degree at Walsh College of Accountancy and Business Administration. He has over fifteen years experience in administration of projects, political campaigns, hospital governance, company reorganization, consumer credit and collections, branch management, real estateinvestments, and commercial credit analysis and lending.

He has conducted financial planning seminars at area locations and wrote a financial planning column for a local newspaper. Additionally, he has taught banking and finance and personnel courses at Siena Heights College and the Center for Banking Education. As former Chairman of the Board of North Oakland Medical Center, Oakland County Michigan, he directed the privatization of the once public hospital.

He holds or has held licenses in Life and Health Insurance and Real Estate .

These experiences have generated contacts in banking, finance, health care and government that can help you in the analysis, interpretation, and execution of your goals.

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