Chip Montgomery, CPA®, CRPC®

Financial Advisor

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, we'll help you reach your goals and give your greater financial confidence.


  • B.A. Political Science, University of Colorado, Boulder, CO
  • M.S. Accounting, New Hampshire College, Manchester, NH
  • Served as a 1st Lieutenant in the United States Marine Corps
  • Certified Public Accountant
  • Chartered Retirement Planning Counselor
  • Financial Advisor since 2003

I enjoy kayak fishing, camping and riding my Honda Goldwing motorcycle. I live in Saint Charles, MN, with my wife, Leah. We have four wonderful children, Joseph, Matthew, Sarah, and Elizabeth. We also have an ugly little dog named Carly.