Mike Montgomery has more than thirty-two years experience as a pension speciallist and regional manager for several of the industry's leading 401(k) providers. He has designed, installed and serviced hundreds of retirement plans and can fine-tune your 401(k) program so you and your employees receive the maximum benefit from the plan.

Mike's professional designations include

* Accredited Investment Fiduciary® (AIF)
* Certified Fund Specialist (CFS)
* Chartered Life Underwriter (CLU)

He is also a FINRA Registered Representative and investment advisory representative for Financial Telesis Inc., and SEC registered investment advisor

Mike is also active in a number of industry organizations, including the  Florida West Coast Employee Benefits Council (Past President), the American Society of Pension Professionals and Actuaries (ASPPA) and the ASSPA Benefits Council of Central Florida.

Rawls Employee Benefits Division
14502 N. Dale Mabry Highway, Suite 328)
Tampa, FL 33618
813.868.1927 (tel) 813.868.1920 (fax)
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*Securities and investment advisory services offered through Financial Telesis Inc.