Kelly Montgomery

Kelly is the friendly voice behind the scenes at Provision Financial Planning. She's your primary point of contact for scheduling meetings, coordinating account updates, processing paperwork, and answering any service-related questions. If you need something, she makes sure it gets done.

When she's not helping clients, Kelly enjoys reading, working out, and spending time with family and friends. She's based in Towson, MD where she lives with her husband, Drew, daughter, Charlotte, and son, Teddy. She loves to make a list and cross things off it, and she's always ready to play a game, do a puzzle, or talk to you about Taylor Swift. As a Baltimore native, see how many "Small-timore" connections you can make with her!