Montgomery Gossen, Owner and Chief Operating Officer at BCM Advisors, brings more than a decade of experience crafting strategic, full-spectrum wealth management solutions. He partners with business owners, multi-generational families, and corporate executives, delivering personalized financial strategies designed to build, protect, and grow wealth for the long term.

Before joining BCM Advisors, Montgomery worked with Black Diamond Performance Reporting in Jacksonville, FL, a leading provider of technological solutions for wealth management firms in the United States.

Montgomery’s expertise spans investment management and goals-based financial planning, with specializations in:

• Trust & Estate Strategies
• Life & Disability Insurance Analysis
• Employee Benefits Consulting
• Executive Compensation & Stock Option Planning
• Social Security Optimization