Jodon Montgomery
Wealth Planner at Piton Wealth
- Role
- Wealth Planner at Piton Wealth
- Location
- Kalispell, MT, US
- LinkedIn followers
- 500 followers
About Jodon Montgomery
Wealth Planner at Piton Wealth, focused on helping clients make clear, informed financial…
Experience
Wealth Planner
Nov 2024 — Present · Kalispell, MT, US
I help clients navigate the complexities of financial planning by supporting our Wealth Advisors in creating and implementing personalized strategies. My role focuses on ensuring every detail of the planning process aligns with each client’s unique goals and priorities. From preparing financial documents to tracking progress and managing essential details, I contribute to the comprehensive, client-centered approach that defines Piton Wealth’s Navigated Journey™.
Education
Olympic College
Associate of Arts
Washington State University
Bachelors
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