David Montgomery, C(k)P®, CPFA®, AIF®, CRPS®, is the Managing Director of Retirement Plan Services at Concurrent, where they lead the firm’s consultative approach to empower advisors. Co-founding Fidelis Fiduciary Management in 2013, David focused on providing tailored ERISA investment fiduciary services. Previously, they served as Vice President at Montgomery Retirement Plan Advisors, specializing in retirement plan consulting and management. David has been recognized multiple times by industry organizations, including the National Association of Plan Advisors and the Financial Times. As a member of the AIF® Designation Committee, they contribute to the standards of fiduciary practices.
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