The earlier you plan, the easier you retire.
In his role with Schneider Downs Wealth Management Advisors, Montana works closely with retirement plan participants to help them meet their retirement goals. With a strong foundation in personal financial planning, he brings a client-focused approach to financial services, combining analytical expertise with a deep understanding of risk and wealth management strategies. Prior to joining SDWMA, Montana gained experience in helping individuals and families navigate complex financial decisions, aligning their goals with tailored planning solutions.
Originally from Aurora, Ohio, Montana enjoys spending time with family, sports, and exploring new restaurants and activities throughout Pittsburgh. This passion for discovery and connection reflects Montana’s appreciation for both personal enrichment and community engagement.
B.S. in Finance and Risk Management & Insurance, Gannon University
Master of Business Administration, Gannon University
Gain access to exclusive content from our team of advisors.
Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!
