Susan Montgomery

Susan Montgomery brings 18 years of industry experience to her role as Senior Client Service Associate, with 13 years at Linscomb Wealth. She is a member of the firm’s Wealth Systems & Services Committee and previously worked with Charles Schwab in the Retirement Plan Services Department. Susan graduated from The University of Texas at Austin with a B.A. in Economics. Outside of the office, she enjoys watching sports and spending time with her daughter and son.

Favorite Quote
“In the end, it’s not the years in your life that count. It’s the life in your years.” – Abraham Lincoln