Christine Montz, CPA, CFP®

Phone: (504) 488-6500
Fax: (504) 483-0398
Mobile Phone: (504) 388-0303
E-mail:
 

 

Christine Montz is a CPA and a CFP with over twenty-two years of extensive tax, financial planning and investment management experience. Upon graduating from Louisiana State University, she spent over eight years with the international accounting firm of KPMG Peat Marwick. She then joined First Commerce Corporation’s Trust Group/Bank One. Christine spent 10 years with the organization in progressive executive management positions including the oversight of the $16 billion dollar Trust Department and the $2 billion family of proprietary mutual funds.
 
Christine is a member of the Louisiana Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Financial Planning Association.  She also is a Registered Investment Advisor and holds the following licenses: Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law).