Joseph Montgomery

Carmel, Indiana • INTJ

• Active 14h ago

Bio: Founder of Deliver Advice ★ Connecting Strategy and Execution for Financial Services Firms ★ Driving Innovation and Operational Excellence ★

• Active 3d ago

Bio: Chief Financial Planning Nerd at Kitces.com

Apollo Beach, FL

• Active 6h ago

Bio: Co-Founder of the Exchange and CEO of Model FA

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@joseph-montgomery-6374

Provisio Wealth Advisors, Disciple of Jesus, hunter, BJJ, husband, father.

Active 2d ago

Joined Sep 6, 2024

Seattle