Mike Montgomery recently joined Rawls Employee Benefits after more than twenty-seven years as a pension specialist 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 it.

Professional Designations:

• Accredited Investment Fiduciary (AIF)
• Certified Fund Specialist (CFS)
• Chartered Life Underwriter (CLU)
• NASD Registered Representative
• Registered Investment Advisor Representative

Mike is also active in a number of industry organizations, including:

• Florida West Coast Employee Benefits Council (Past President)
• Chicago Chapter, Worldwide Employee Benefits Network
• Southern Employee Benefits Conference
• Tampa Bay Pension Council
• Society of Financial Services Professionals
• Employee Benefits Council of Central Florida