Montgomery Financial, LLC
Kristen Ruggiere currently serves as the Director of Client Relations and Director of Marketing at Montgomery Financial, LLC since August 2018, where responsibilities include creating, coordinating, and tracking marketing activities and designing all marketing materials. Previously, Kristen held the position of Financial Analyst at Fannie Mae from August 2016 to July 2018, focusing on financial reporting and regulatory compliance. Prior experience also includes serving as an Executive Assistant at Lotus Concepts from May 2013 to January 2014, managing sensitive information and office organization. Kristen earned a Bachelor of Science in Finance with a focus on Investments, Corporate Finance, and Accounting from Salisbury University, attending from 2012 to 2016, and is a graduate of Conifer Senior High School.
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Montgomery Financial, LLC
An Independent, Fiduciary, Registered Investment Advisory firm that specializes in building long-term financial plans with an emphasis on efficient investment management, proactive tax planning, and long-term income planning. Our mission is to better lives for our clients by helping them identify what’s important to them. We focus on long-term outcomes, meaningful relationships, and genuine connections with our clients. By creating a plan that aligns with their goals & values and emphasizing coaching & education, our clients are empowered to live their best life in retirement. Investment advisory services offered through Montgomery Financial Services LLC a Registered Investment Advisor in the state of MD, DE, FL, and PA. Insurance products and services are offered through MFS Wealth LLC independent agent.