Our Expert Team
Dedicated professionals committed to technical expertise and ethical stewardship of your financial future.
Larry Montgomery
Chief Executive Officer
Larry Montgomery leads Trusted Faith Financial Services with a steady, values-based approach. With years of experience guiding families and business owners, he focuses on clear planning, risk management, and long-term financial security rooted in faith and integrity.
Mary Beth Montgomery
Chief Operating Officer
As Chief Operating Officer, Mary Beth Montgomery oversees the day-to-day operations of Trusted Faith Financial Services. She is dedicated to creating a smooth, caring experience for every client, making sure each plan is clearly explained, carefully implemented, and aligned with their long-term goals and values.
Tony Power, CTBA
Certified Business and Tax Advisor
Tony Power is a Certified Business and Tax Advisor (CTBA) who helps business owners and professionals make smart, tax-efficient decisions. He focuses on clear strategies to reduce tax burdens, improve cash flow, and support long-term growth, all while staying compliant with current tax laws.
Chris Joseph
Client Services Agent
As a Client Services Agent, Chris Joseph is a key point of contact for our clients. He helps gather information, schedule appointments, and make sure questions are answered quickly so each family feels supported and informed throughout the planning process.
Sharon Lake
Agent & Marketing Specialist
As an Agent and Marketing Specialist, Sharon Lake helps connect families and business owners with the right services at the right time. She focuses on clear communication, educational outreach, and follow-up so clients understand their options and feel confident taking the next step in their financial plan.
“
The team at Trusted Faith has provided exceptional clarity in our retirement planning. Their conservative yet strategic approach has given us peace of mind.
Robert & Mary S.
“
Professional, transparent, and deeply committed to our success. They truly put their clients fiduciarily first in every decision.
James P. Wharton
“
Working with an advisor who shares our core values of stewardship and integrity has made all the difference in our financial journey.
Sarah L. Collins
Start Your Journey
Get Started
Our Office
Virtual Office
Direct Contact
Email: consult@trustedfaith.com Phone: 817-682-0052