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THOMAS AMANDA POWER Couple

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JOLLY JOG

JOLLY JOG

The couple describes themselves as being in the business of helping generations achieve their financial goals and dreams through the use of investment and insurance strategies. They strive to stand out as a differentiator in their industry by leading with planning and creating tailor-made solutions for each family that entrusts them with its finances. Thomas and Amanda have over 55 years of combined experience, and they feel so fortunate to work with a team that offers expert solutions in every area of the financial industry.

The Montzs are honored to get a front row seat to watch multiple generations achieve things such as retiring with peace of mind and passing assets to children and grandchildren to pursue their educational and financial goals due to proper financial planning.

A quote the pair lives by is, “Time is the most valuable thing a man can spend”. – Theophrastus

Thomas and Amanda make it a priority to balance their time spent between work and their family life, making the most of every moment.

Thomas and Amanda love the Eastern Shore because it is a great place to raise a family. Whether you love the outdoors, history, art, food, and many other things; there is something here for everyone. They love to travel but feel fortunate to live in a place that is their own slice of paradise.

The advice they would give to a younger version of themselves just starting out in their industry is that nothing will be given to you. In their words, "If you are willing to work hard, learn from mentors, and gain insight from experience, you will reach your goals. This industry and market are ever-changing, and this career will require continuous learning."

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