Eric Montgomery

Eric joins Confluence Financial Partners with 12 years of experience in the financial services industry, most recently as a Financial Advisor with Cashdollar & Associates where he worked with clients in managing their wealth. Eric began his career at Mercer County Bank and Hill Barth & King before joining Cashdollar & Associates in 2018.

He graduated from Grove City College with a degree in Business Management and holds the CERTIFIED FINANCIAL PLANNER™ certification.

As Eric grew up, he learned valuable life lessons like hard work and sacrifice while working at his family’s business, a hometown hardware store. Working in the business gave him an appreciation for helping people make the most of what they had, identifying goals and objectives, and watching them work towards the life they envisioned for themselves and their families. Understanding how hard clients have worked for what they have has made it easy and enjoyable for Eric to connect with them.

Eric and his family reside in Jackson Center where he volunteers his time as Treasurer of the borough as well as the local fire department. He is also a board member of the local Chamber of Commerce.

Eric, his wife, and daughter enjoy spending time together going on camping trips. The family attends Victory Family Church.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.