Get to know our team.

Bradley S. Montgomery is a financial advisor who brings a unique perspective to the world of finance, drawing upon a successful career in law. With over 30 years of experience in the legal field, Bradley has developed a strong foundation in critical thinking, analysis, and problem-solving, skills that are invaluable in helping clients navigate the complexities of financial planning.

Bradley's transition from law to finance was driven by a desire to work more directly with individuals and families, helping them achieve their financial goals and secure their futures. Bradley recognized that many of the skills honed in the legal profession, such as attention to detail, research, and communication, were highly transferable to the role of a financial advisor. Bradley takes a client-centered approach, prioritizing building strong relationships and understanding each client's unique circumstances, values, and aspirations. Bradley believes that financial planning is not just about numbers but also about people and their dreams. His legal background provides a distinct advantage in areas such as estate planning, tax law, and contract negotiation, ensuring that clients receive comprehensive and well-informed advice. Bradley’s expertise extends to investment management, retirement planning, education funding, and risk management. Bradley is committed to empowering clients with the knowledge and tools they need to make sound financial decisions. He believes that financial literacy is essential for long-term success and offers educational resources and workshops to help clients gain a deeper understanding of financial concepts. Bradley is passionate about helping clients achieve their dreams and build a secure financial future.

With Bradley’s guidance, clients can confidently navigate life's transitions and focus on what matters most. When not advising clients, Bradley enjoys spending time with his family, home improvement, Christmas light displays, Karaoke and caring for the family’s full-size poodle and Bouvier des Flandres.

Suellen Hickey-Estes is a seasoned financial advisor with over 37 years of experience in helping clients navigate the financial complexities that arise during key events in their lives. She has built a career centered on providing personalized financial guidance for individuals and families experiencing major life transitions, such as marriage, homeownership, career changes,

retirement, and being a widow herself to the loss of loved ones. Suellen believes that financial planning is not just about numbers—it is about understanding her clients’ unique goals, dreams, and challenges. She takes a holistic approach to financial advisory, ensuring that her clients plans align with both their short-term and long-term life goals. Her expertise includes retirement planning, estate planning, tax strategies, and investment management.

Having worked with clients across a wide spectrum of life stages and financial situations, Suellen is known for her empathetic, hands-on approach. She actively listens to her clients and crafts financial strategies that are as personalized as their lives. Whether it is helping newlyweds create a joint financial plan, guiding parents through saving for college, or advising retirees on

how to make their savings last, Suellen is committed to providing clarity and confidence in every decision.

When not advising clients, Suellen is actively engaged in church activities in prayer groups and in choral events.