Montandon & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


close

Team photo for Montandon & Associates
Team photo for Montandon & Associates

View Larger


Advisors

Justin Montandon

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Justin Montandon's website

Terry Lee

AAMS

Financial Advisor

Visit Terry Lee's website


Team

Jill Weaver

Jill Weaver

Client Concierge