Marguerite Montgomery

Marguerite’s interest in the financial planning industry was sparked during her time at Texas A&M University, where she majored in Agricultural Business and minored in Financial Planning. She is passionate about education and helping others know how to reach their potential. It is her goal to help enhance your experience and make processes run smoothly so that you can spend the most time focusing on what matters most to you and your family. Serving as a Client Service Specialist allows her to serve client's in a way that is at the core of what she believes in; to always provide service that exceeds the expectations of others and helps to provide confidence in the team that takes care of your financial life.

Marguerite grew up in the North East Texas town of Longview, but now resides in Waco, TX with her husband (Colton), daughter (Charlee Kate), two dogs, and horses. She most enjoys days at the lake or pool and exploring outdoors, being involved in activities at church, and spending time with family. You will almost never see her turn down a good yoga class, book, latte, or a chance to travel somewhere new!