Chip Montgomery

Financial Advisor - CPA®, CRPC®

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, we’ll help you reach your goals and give your greater financial confidence.

Education & Credentials

  • B.A. Political Science, University of Colorado, Boulder, CO
  • M.S. Accounting, New Hampshire College, Manchester, NH
  • Served as a 1st Lieutenant in the United States Marine Corps
  • Certified Public Accountant
  • Chartered Retirement Planning Counselor
  • Financial Advisor since 2003

I enjoy kayak fishing, camping and riding my Honda Goldwing motorcycle. I live in Saint Charles, MN, with my wife, Leah. We have four wonderful children, Joseph, Matthew, Sarah, and Elizabeth. We also have an ugly little dog named Carly.


949 Whitewater Avenue
Suite 1
St. Charles MN 55972