Abby moved to Xenia when she was two years old when her dad, Jim Saner, took a job with MII and has been living here ever since. She is a senior at Xenia High School and loves being involved in the community through school, sports and church. Working at MII has given her the opportunity to gain experience in an office setting with a business that really cares about its customers. We will miss Abby next year as she is off to college for the next chapter in her life!
Originally from Wellston, OH, Amy has lived in Xenia since 1989 when she moved back to the area with her husband, Eric. She graduated from Rio Grande with a bachelors in applied business in 1986. Amy has been doing different jobs for Montgomery nearly all her life! Currently, she is working part time in the financial services department as an assistant and never fails to cheer up the department's day.
A lifelong resident of Jamestown, Andie works out of our Jamestown office. Andie had previously worked for Gerard Agency since 1996 and came to Montgomery when we absorbed Gerard in 2002. Andie has over 20 years experience in the insurance industry and does a fine job of running our Jamestown operation. You can always expect a warm welcome and friendly smile from Andie when walking into the Jamestown office.
Anna is a lifelong Xenia resident. She started her career in the investments industry after leaving Super Valu in 2008 and joining the Montgomery team. Anna learned the business very quickly and has become a wonderful addition to the financial services department. You can always count on Anna to get the job done!
A lifelong resident of Xenia, Blair has a Bachelor’s Degree in Business from Bowling Green State University. She worked as a commercial lines underwriter for The Cincinnati Insurance Companies before coming home to the family business in 2008 as a 3rd generation Montgomery. In addition to her insurance position, Blair has become very involved in the community and is very active on many committees and boards since returning to the agency.
Brad is a life-long Xenia resident who is passionate about his hometown and its people. He is a graduate of Manchester University with a Bachelor’s Degree in Business, and also has CPCU professional designation. Brad brings over 30 years of experience in the insurance industry, as well as a wealth of practical knowledge accumulated through years of involvement with the family business and at the insurance company level.
Charlie is a life-long resident of Xenia. He dual majored in Accounting and Finance at Wright State University and received his B.A. in Business in 2007. He joined the Montgomery team in 2013 with Scott House announcing his retirement. Charlie worked as a Demand Planning Manager and Accountant at Timbertech in Willmington, OH for 7 years before making his move. He has Charlie is excited about his career at MII and is looking forward to many great years as our new Tax Preparation Specialist!
Cindy grew up in our neighboring community Cedarville, and now lives in Dayton. She joined the Montgomery team in 2010 as our controller. She now works out of the Jamestown office with Andie. Cindy is great with numbers... making her a perfect fit for her position at Montgomery.
Don graduated from Wilmington College with a Bachelor's Degree in Business. He was born in Hagerstown, Maryland, and was a Navy brat for 22 years. He moved to Xenia in the 5th grade and never left. Don joined our team in 2000 as a Financial Advisor. He has been a very successful advisor for financial services and is very knowledgeable.
As a member of the Montgomery family, Eric has always been around insurance & investments. Eric is a lifelong Xenia resident and takes pride in his community. He is a graduate of Rio Grande College with a Bachelor's Degree in Communications. In addition to his experience with the family business, Eric was a field supervisor for The Travelers before starting with the family business in 1990.
Jim is a graduate of Northern Kentucky University with a Bachelor’s Degree in Business. He worked for one year at The Cincinnati Insurance Company before he was discovered by Montgomery in 1997. The rest is history... Jim has been a very valuable addition to the Montgomery team and has since become part owner. Jim has CIC professional designation.
Kris has been in the insurance industry for over 20 years. She joined the Montgomery team in 2002, and moved to Xenia in 2006. Kris was brought on as a business insurance specialist and has been doing an awesome job with our business clients ever since.
Kristen is our newest addition to Montgomery! She was hired in 2013 as our new personal insurance specialist and has done an amazing job so far! Kristen has lived in Xenia her entire life and still loves being a part of the community. Kristen embraces her clients with a friendly personality and you can always count on her to make you smile.
Kristie started working at Montgomery when she was 19 years old, and she’s never looked back. Kristie is a lifetime Xenia resident, with over 20 years experience in the insurance industry. Kristie started at Montgomery as the receptionist and has worked in all positions in the personal lines department! She is now the manager and new business sales specialist and still loves her job, even after 20 years!
Leslie is a lifelong Xenia resident and joined the Montgomery team in 2010. Before being hired on at Montgomery, Leslie worked at Super Valu for 18 years. Shortly after Leslie started working her personal lines clients we had the hail storm of 2011... resulting in the most claims ever paid out from our agency! Leslie got to meet many of her new clients then and stayed positive throughout the chaos... she has been a wonderful addition to the Montgomery team.
Melissa graduated from the University of Cincinnati with a Bachelor's Degree in Business. Melissa started at Montgomery in 2004 and is a lifelong Xenia resident. Before joining the Montgomery team Melissa was a manager at DP&L for many years. Melissa recently moved from our personal insurance division to our business insurance division and is doing a great job servicing our business clients!
Natalie grew up in Xenia and now lives just a few miles away in Jamestown. She graduated from the University of Dayton in 1992 with a bachelors in Business. Before coming to work at Montgomery, Natalie was a computer programmer for 12 years and then started her career in the health industry selling Aflac. Natalie joined our team in 2011 and has been doing a wonderful job with personal health insurance sales and consulting. She has done a great job keeping up with health reform and advising our clients.
Rebecca moved back to Xenia a little over 10 years ago still enjoys living here. She joined our team in 2006 after working in administration for a hospital for many years. Working on both sides of the health industry has helped Rebecca excel in her job and helping our clients. She has been in the industry over 15 years. Rebecca's playful demeanor brightens up the department and you can count on her to get the job done.
Robyn graduated from Wright State University with a Bachelor’s Degree in Business Marketing and immediately started working at Montgomery after graduation in 1992. At the time our Health & Benefits producer, David Mathias, was on the verge of retirement and Robyn stepped up to the plate! She has now been our Group Insurance specialist for over 20 years and has been a great addition to the Montgomery team! Robyn grew up in Xenia and still lives here with her family. She does an amazing job with her clients and you can always find her with a chipper attitude and a smile on her face. Robyn has her RHU & REBC professional designations.
Scott joined Montgomery in 2010, after 25 years with his own CPA firm. Scott has lived in Greene County over 30 years. Scott brings over 40 years of tax preparation experience to the Montgomery umbrella, and is a certified CPA.
Originally from Chicago, Shelly moved to Xenia in 2007 when her husband took a job in the area. Before joining our team in 2008 Shelly worked at Summit Insurance Company 12 years. Working on the company side of the industry made Shelly a perfect fit for her position here and gave her an understanding of the industry, helping her excel with her clients. Shelly is always ready to help with a friendly smile and will work with you to answer any question you have in the ever changing health insurance industry!
Tammy is part of the “glue” that holds our office together. On a daily basis, she fields phone calls and shepherds visitors to the proper Montgomery representative. Tammy has been greeting our clients with a warm voice and kind smile since 2006. Tammy is from Cedarville and currently resides there. Before coming to Montgomery, Tammy had jobs in day care and also was a coffee barista for a few years... She would love to do this again but don't worry, we won't let her go!