Name of Business or Organization: Timothy Montgomery, CEPA®, Financial Advisor – Edward Jones
Your location: 7300 State Hwy 121 SB, Suite 230 McKinney, TX 75070
Tell us about your business: I work closely with individuals, families, and small business owners to develop personalized financial strategies that support both long-term goals and immediate needs. I take the time to understand your unique circumstances, walk you through each step with clarity, and build a customized plan that evolves with you over time. Whether you’re a young family laying the groundwork for a secure future, navigating major life transitions, growing a business, or simply looking to gain clarity around your finances, I’m here to help.
Why are you an Ambassador? I chose to become an Ambassador to welcome, celebrate and assist small business development within our community. I believe it’s important to get to know small business owners so we can refer them out to partners and keep McKinney money within McKinney.
Tell us about your involvement in the Community: I’ve coached over 30 seasons of youth sports, volunteer within MISD schools, and volunteer for non-profits.
What are your hobbies? Love spending time with my family, running, cycling, travel, live music and sports.
Tell us a bit about yourself and your family: Abbe and I have been together for 21 years, married for 16. We have three boys, Mason 18, Kingston 16, and Tucker 14. Mason just started at the University of Missouri, where Abbe and I met, Kingston is a junior and starting WR at McKinney North, and Tucker is in 8th grade at Cockrill where he runs cross country, track, and plays the cello.
