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About Blackmont

Meet your financial guides

Meet your financial guides

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You enjoy life. The work you do and the people you love are exactly what you wanted at this stage of your life. Things couldn't be better.

While you enjoy life today, do you have everything in place to enjoy life tomorrow? Will your financial future be what you enjoy now? How do you plan today for the life you want tomorrow?

Planning your financial future can be overwhelming, stressful, and unclear. We understand financial decisions are complex, and we know the pressure that comes from these decisions.

At The Blackmont Group, we help people like you achieve your financial goals. We take the time to listen to your goals, evaluate your reality, and help you build a plan that connects today to tomorrow.

What makes us unique? When you work with The Blackmont Group, you get

  • A customized wealth guide, not a generic template
  • Clarity for your future goals 
  • Leading financial tech tools to empower you in decision-making
  • A trusted advisor looking out for your best interests

Don't move towards your financial future alone. Let The Blackmont Group give you the clarity and confidence you need to create your ideal financial future. Call us today to develop your clear financial path.


Who We Are

Anthony Montenegro, CKA®

Tony Montenegro brings over 20 years of experience in the investment industry. Prior to founding The Blackmont Group, he was a Principal at Deutsche Bank Asset & Wealth Management. His office managed over $30 billion in assets for high...

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Our Integrated Wealth Solutions and Strategic Partners offer expertise in financial, estate, and wealth planning.

Kregg Rooze

Kregg Rooze is head of the investment committee and serves as Managed Accounts Director and oversees all facets of the management and advisory platforms provided to advantage our clients with an array of diversified investing...
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Jimmy Kelley, CFA®

Jimmy Kelley facilitates portfolio construction, including asset allocation, strategic portfolio direction, and providing investment and economic research. His responsibilities also include providing investing oversight and securities...

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Ian Reid, CFA®

Ian Reid provides research analytics and strategy management with a focus on exchange traded funds, mutual funds, and self-directed managed subaccounts. He is a CFA Charter holder.
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Nancy Hurt, CFA®

Nancy Hurt provides research analytics and strategy management with an emphasis on equities evaluation. She is a CFA Charter holder.
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Jamie Barber

Jamie Barber works as a Managed Accounts Specialist. She is responsible for monitoring and trading the investor managed accounts.

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Christine Trine

Christine Trine works as a Managed Accounts Specialist. She is responsible for monitoring and trading investor managed subaccounts as well as providing support with investment assessments and management maintenance.

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Carrie Kuhns

Carrie Kuhns is a Managed Accounts Assistant. She is responsible for data facilitation and maintenance as well as providing investor correspondence.

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Bailey Owens

Baily Owens is a Managed Accounts Assistant. He is responsible for assisting with various projects including providing maintenance support with online data and financial technology tools.

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Brent Anderson

Brent Anderson works as a Managed Accounts Specialist. He is responsible for monitoring and trading investor self-directed managed strategies.

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<strong>Let our team be your guide for your successful financial future.</strong>

Let our team be your guide for your successful financial future.

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CFD Investments

CFD Investments is a nationally leading financial services and independent broker/dealer firm. Founded in 1969, the firm serves as our strategic partner, supporting our efforts to protect and grow investor wealth. Our partners understand that providing investors with unbiased investment advice is critical to financial security. The firm has no proprietary products to sell enabling us to provide truly objective, conflict-free advice and investment recommendations. For more information, visit cfd Investments.

Creative Financial Designs

Creative Financial Designs, Inc. is a Registered Investment Advisor founded in 1982. Investment management and financial planning services are broad in offerings made available to advantage our valued client relationships in consideration of each respective investor's investment goals and needs, time horizons, portfolio objectives, risk sentiment and much more. For more information, visit Creative Financial Designs

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