Our Mission Is Simple: Help You Be a Better Steward of What You've Built.

Guided by Faith and Integrity

Our Story

At Trusted Faith Financial Services, we exist because we believe families deserve more than generic financial advice. They deserve a trusted partner, one who understands that money is never just about money. It's about security. It's about legacy. It's about honoring the work you've done and protecting the people you love.

We were founded on the conviction that faith and financial wisdom are not in conflict, they complement each other. The same values that guide a life well-lived, integrity, stewardship, patience, and care for others, are the values that guide sound financial planning.

We work primarily with pre-retirees, retirees, and their families: people in their 50s, 60s, and 70s who have accumulated real wealth in IRAs, 401(k)s, 403(b)s, TSPs, and business accounts, and who want to make the most of it, without making costly mistakes in the process.

Where Integrity Meets Design

Every detail of our firm — from the privacy of our meeting rooms to the transparency of our process — was built for your peace of mind. We provide a space for serious planning.

The result is a confidential sanctuary where you can make informed decisions about your family's future with confidence.

WHY CHOOSE US

Faith-Rooted Guidance

Values

Guided by Faith

Our values aren't a tagline, they shape how we work, how we advise, and how we treat every client who trusts us with their financial future.

Rooted in Stewardship

We help you manage what you've built with discipline, purpose, and generosity, for yourself, your family, and beyond.

Committed to Your Family's Future

Every strategy we build accounts for what happens not just during retirement, but after, protecting the people and causes you care about most.

OUR EXPERTS

Meet the Team

A dedicated group of financial professionals committed to your legacy and long-term protection.

Larry Montgomery

Chief Executive Officer

Larry Montgomery leads Trusted Faith Financial Services with a steady, values-based approach. With years of experience guiding families and business owners, he focuses on clear planning, risk management, and long-term financial security rooted in faith and integrity.

Mary Beth Montgomery

Chief Operating Officer

As Chief Operating Officer, Mary Beth Montgomery oversees the day-to-day operations of Trusted Faith Financial Services. She is dedicated to creating a smooth, caring experience for every client, making sure each plan is clearly explained, carefully implemented, and aligned with their long-term goals and values.

Tony Power, CTBA

Certified Business and Tax Advisor

Tony Power is a Certified Business and Tax Advisor (CTBA) who helps business owners and professionals make smart, tax-efficient decisions. He focuses on clear strategies to reduce tax burdens, improve cash flow, and support long-term growth, all while staying compliant with current tax laws.

Chris Joseph

Client Services Agent

As a Client Services Agent, Chris Joseph is a key point of contact for our clients. He helps gather information, schedule appointments, and make sure questions are answered quickly so each family feels supported and informed throughout the planning process.

Sharon Lake

Agent & Marketing Specialist

As an Agent and Marketing Specialist, Sharon Lake helps connect families and business owners with the right services at the right time. She focuses on clear communication, educational outreach, and follow-up so clients understand their options and feel confident taking the next step in their financial plan.

Support Team

Service Team

Client Relations

Ensuring excellence in every client
interaction.

Ready to Work With a Team That Shares Your Values?

OFFICE

A Sanctuary for Clarity

"Good stewardship begins when we look toward the future with a heart of service and a clear plan."