Sara Montgomery

Sara Montgomery works with Plante Moran advisers to provide family education and family philanthropy resources, guidance and expertise. These elements — often overshadowed by tax, investment advice, and estate planning — are critical for sustaining family and business enterprises as well as generational wealth. Sara started her career at a boutique private bank and trust company where she was exposed to almost every facet of a high-net-worth individual’s balance sheet. Her specialty is focusing on the human capital needs of clients and their families. She received her B.A. in international studies and her international M.B.A. in finance from the University of Denver.

Website: www.plantemoran.com | Email: Sara.montgomery@plantemoran.com | Phone: 303.448.7079 | LinkedIn: www.linkedin.com/in/sarasilva-montgomery/