Broker Check
Eric Montgomery, FPQP™

Eric Montgomery, FPQP

Registered Client Services Associate

Eric is a 2012 graduate of Grove City College.  Prior to joining Cashdollar & Associates in September of 2018, Eric had 6 years of experience in the financial and accounting industries.  He became a Registered Paraplanner through the College of Financial Planning in October of 2018.  Eric also passed the Series 6, 63 and 7 exams, and the PA Life, Accident and Health exam in 2019.  Outside of the office, Eric volunteers for several different organizations in the community.