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W. MICHAEL MONTGOMERY, AIF®, CLU, CFS, TGPC, C(K)P®, CPFA
Managing Principal
mmontgomery@m-rpa.com

Mike Montgomery has more than thirty-six years of experience in the retirement plan field, founding Montgomery Retirement Plan Advisors in 2004 after achieving success as a pension specialist or regional manager for several leading retirement plan providers. | Read Full Bio
STEPHEN MCCORMACK
Client Relations Manager


Steve McCormack has over 18 years of experience in the financial services industry with a strong background in retirement plans. He joined MRPA after several years in a senior systems development role with a major mutual fund company. | Read Full Bio
RONALD A. LETAW, AIF®, CFS® CPFA®
Vice President, Retirement Plan Consultant


Ron Letaw has over 15 years of experience in the retirement plan industry. He joined MRPA after 10 years with a major retirement plan recordkeeper, where he managed a team of retirement plan relationship managers in the southeast. | Read Full Bio
DAVID M. MONTGOMERY, AIF®, CRPS® CPFA®
Vice President, Montgomery Retirement Plan Advisors
dmontgomery@m-rpa.com


David Montgomery joined Montgomery Retirement Plan Advisors in 2011 after six years of developing tailored investment strategies for high net worth clients of T. Rowe Price. | Read Full Bio


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Montgomery Retirement Plan Advisors offers investment advisory services through Independent Financial Partners, a Registered Investment Advisor. Independent Financial Partners and Montgomery Retirement Plan Advisors are separate entities.