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Meet the Team
This is PFA


Timothy A. Monty, AIF®
Managing Partner, Financial Planner,
Investment Advisor Representative
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Accredited Investment Fiduciary® (AIF®) designation
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Experienced advisor with expertise in retirement income planning, cash flow analysis, wealth management and protection solutions
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Enjoys spending time outdoors with his wife and two children
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Outdoor enthusiast (mountain biking, hiking, paddling, kayaking, golfing)


George Lee, CFA
Investment Advisor Representative
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Chartered Financial Analyst (CFA) designation
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Reputable investment strategist with 30 years of experience in analysis and implementation
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Loves a challenge and is skilled at solving complex problems
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Enjoys traveling with his wife and spending time with family
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*Not practicing on behalf of MML Investors Servies, LLC or its affiliates
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