Stephen Montgomery

Benefits Advisor


Stephen has been building his sales career since college and has worked in a variety of industries, including banking, recruiting and business-to-business sales. Stephen’s strength is in his ability to build impactful relationships both within a team environment and with his prospects and clients.  He is always actively seeking growth opportunities and innovative new techniques to expand his skills and knowledge personally and professionally.

Stephen holds a Bachelor of Science in PR/Advertising along with a Marketing Minor from the University of Southern Indiana.

Stephen is actively involved in giving back to his community by volunteering at and participating in various events such as the West Side Nut Club Fall Festival in Evansville Indiana and an assortment of charity golf scrambles. He also attends and volunteers at his local church.

Stephen’s time outside of work is dedicated to his wife, Keri, their 2 daughters, Hadley and Lexi, and their 2 dogs, Toby and Merle. Stephen’s wife is a Doctor of Nursing Practice, teaching at the University of Southern Indiana, and is a practicing Pediatric Gastrointestinal Nurse Practioner at a local children’s hospital. Making sure they carve out time to spend together, the family loves taking vacations with an annual favorite being Orange Beach, Alabama.

While the girls keep Stephen and Keri busy with their dance schedules, Stephen takes any chance he can get to take part in one of his many hobbies including golf (especially local events, scrambles, and tournaments), darts, disc golf, and following a variety of sports with the favorites being University of Alabama and Formula 1 Racing.