Dennis Follmer is a financial advisor at Montis Financial, LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at 55IP and Tetrem Capital Management. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a range of investment instruments and specialized strategies while maintaining distinct operational practices such as utilizing Dimensional Fund Advisors funds and restricting discretionary cryptocurrency purchases.

Cameron Gast is a CFP® with six years of industry experience, currently associated with Montis Financial, LLC. He has previously worked at EP Wealth Advisors, Charles Schwab, Prudential, and Eastern Bank. Montis Financial, LLC provides comprehensive financial planning and investment management services to individual and high-net-worth clients, as well as retirement plan sponsors. The firm uses a broad range of investment instruments and employs specialized strategies while maintaining operational practices such as approval of Dimensional Fund Advisors funds and restrictions on discretionary cryptocurrency purchases.

Daniel Traub is a financial advisor at Montis Financial, LLC with 21 years of industry experience. He holds a Series 63 designation and previously worked at Tempo Financial Advisors, LLC for 16 years before joining Montis Financial in 2024. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Brian Burke is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Montis Financial, LLC since 2022. He previously worked for Morgan Stanley Smith Barney for 11 years. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that integrates unaffiliated managers and a variety of investment strategies tailored to client objectives and risk tolerance.

Randall Schaible is a CFP®, CFA®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Montis Financial, LLC since 2016. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, with a focus on a broad range of strategies such as mutual funds, private funds, options, and selective use of alternative ETFs.

Denis Higgins is a financial advisor at Montis Financial, LLC in Waltham, MA, holding CFP®, CFA®, and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Anokiwave Inc and EWM Wealth Management, where he worked for over two decades. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Bragdon is a financial advisor at Montis Financial, LLC with two years of industry experience. Prior to joining Montis Financial in 2023, he spent 50 years at Conservest Management. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management, the use of unaffiliated managers, and a range of strategies such as mutual funds, separate account managers, private funds, and selective use of options and ETFs.

Christopher Assad is a CFP® professional at Montis Financial, LLC with one year of industry experience. He previously worked at Bessemer Trust and Brown Brothers Harriman. Montis Financial serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and investment management that includes a wide range of instruments and specialized strategies. The firm employs specific operational practices such as the use of Dimensional Fund Advisors funds, AI policy governance, and detailed risk documentation.

Tucker Donahoe is a financial advisor at Montis Financial, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Threehill Capital Partners and Putnam Investments. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a range of investment instruments and specialized strategies, and it incorporates distinctive operational practices such as the use of Dimensional Fund Advisors funds and a regulated AI policy.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

Stephen Batzell is a CFA® charterholder with 20 years of industry experience. He is currently with Montis Financial, LLC and previously spent 25 years at Abacus Financial Advisors. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Claudine Schrock is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Montis Financial, LLC. She previously worked at Adviser Investments LLC from 2014 to 2023. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of various strategies such as options and interval funds.

Christiane Delessert is a CFP® with 31 years of industry experience, currently serving as an advisor at Montis Financial, LLC since 2012. She holds a Series 63 license and is based in Waltham, MA. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach using unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Christopher Tilden is a Certified Financial Planner® with 18 years of industry experience. He has worked at Montis Financial since 2024 and previously spent seven years at Financial Navigators Inc and ten years at Fidelity Investments. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a multi-team approach that combines discretionary portfolio management with the use of unaffiliated managers, tailoring investment strategies to client objectives and risk tolerance.

John Yanchek is a financial advisor with Montis Financial, LLC in Waltham, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Montis Financial in 2021, he worked at Threehill Capital Partners, Arclight Capital Partners, and Goldman Sachs & Co. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Timothy Brown is a financial advisor at Montis Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at 360 Family Office and 360 Wealth Resources. In addition to his advisory role, he is a licensed insurance agent. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm combines discretionary portfolio management with the use of unaffiliated managers and employs a diverse investment approach that includes mutual funds, separate accounts, private funds, and select strategies such as options and interval funds.