Military operations planner turned financial advisor, specializing in IT professionals’ wealth management. Drawing from experience in coordinating complex military operations, I bring a disciplined, methodical approach to financial planning. Just as military operations require careful consideration of resources, risks, and objectives, I help IT professionals develop comprehensive financial strategies that account for their unique challenges and opportunities in the tech sector – from equity compensation packages to investment diversification and long-term wealth preservation.
At Prevail, we do things differently. We don’t simply manage your wealth. We help you create it.
As a United States Army Veteran with 20 years of service as an Officer in the Field Artillery branch — patriotism and service have always been my passion. I am proud to continue my professional journey in a way that allows me to work with people one-on-one and to take charge of their financial future and achieve their life goals.
The greatest joy and inspiration in my life is my family — my wife, two daughters and one son. The best part of my life is with them: attending their practices, games, events, and being there to watch each of them grow as individuals. Whenever I am not involved in family, parish, or Veteran activities, I transform into the shade tree mechanic and I get to pull out my wrenches and work on my car.
You are the hero. You matter. Your family matters. My mission is to help enhance your life and help you achieve what you may not have thought possible. It begins with a simple conversation. I help achieve financial goals while creating a fulfilling life. It is an enduring dialogue to understand your evolving needs. You have a wonderful life to live and you want an advisor that understands what is truly important to you, and your family.
Investment Advisory services are offered through Prevail Innovative Wealth Advisors, LLC, a federally registered investment advisor, and Jason Grant Montgomery is a registered investment adviser representative. Registration with any securities authority is not an endorsement of the services offered by the investment adviser. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Wealth Advisors, LLC and Prevail Strategies LLC do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.
Top skills
• Financial Analysis • Financial Planning • Retirement Planning • Wealth Management
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