Eric Montgomery, CFP^®

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 earned the CERTIFIED FINANCIAL PLANNER^TM certification in 2020 and a Master of Science degree in Personal Financial Planning in 2022.  Eric has also passed the Security Industry Essentials exam, the Series 6, 7, 63 and 66 exams, and the PA Life, Accident and Health exam.  Outside of the office, Eric volunteers for several different organizations in the community.