About Us
Professional And Experienced Benefit Advisor
John A. Montgomery, CSFS
Helping businesses meet the challenges of attracting and hanging on to elite workers may be what’s top of mind, but having or not having a strong employee benefits program can have far reaching implications far beyond the cost of coverage. Without any reservations, your benefits plan is entwined with your company culture, employee morale, and to a large part the public face of your entire organization.
“Strategy without tactics is the slowest route to victory.
Tactics without strategy is the noise before defeat.”
Committed To Helping Our Clients Succeed
History & Expertise
Education
- BSBA - Accountancy, 1984, University of Central Florida
- MBA - Finance, 2002, University of Central Florida
Certificate
- Certified Self Funding Specialist (CSFS) - Health Care Administrators Association
State Insurance Licenses
- Alabama
- Connecticut
- Florida (Resident License)
- Maine
- Massachusetts
- Maryland
- New York
- North Carolina
- Pennsylvania
- Texas