Melissa Montgomery

FINANCIAL PLANNING ANALYST

Where did you grow up?

Arden Hills, MN

What was your first job?

Food service at Presbyterian Homes Lake Johanna

How long have you worked at NOFG?

I’ve worked for Thrivent since 2004 and started at North Oaks in 2010

What are you primary responsibilities at NOFG?

Financial Planning Analysts

What do you enjoy most about your role/work?

I enjoy accomplishing goals and completing work efficiently.

What do clients seem to appreciate most about you?

Most clients will never meet me, but they hopefully appreciate the accurate and organized financial reports I prepare for their appointments.

Have you ever won an award? If so, what was it for?

It’s not an award, but I have a Kaizen green belt certification.

How do you spend your time away from the office?

Spending time with family (my dad lives with me and I see my mom almost daily and I LOVE hanging out with my two daughters), traveling, my 2 cats that everyone in the house is allergic to, our home that is like our cabin (on a lake), and spending time outdoors – skiing, walking, hiking, biking, boating, etc.

Do you have a favorite…sports team, show, movie or book?

I’m sports illiterate, but love movies/books (read mostly fiction novels, see most movies in theaters, and binge watch tv series).

Melissa's Values
Adventure
Autonomy
Decisiveness
Family
Honesty
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Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Nick Taylor Headshot
Nick Taylor
PARTNER / WEALTH ADVISOR - CFP®, ChFC™, BFA™, FIC
Patty Keehr Headshot
Patty Keehr
CLIENT SERVICE PROFESSIONAL
Andy Jolivette
DIRECTOR OF LIFE ALIGNMENT
Maggie Farrell Headshot
Maggie Farrell
SCHEDULING & SPECIAL EVENTS
Nicole Watkins Martin
LICENSED OFFICE PROFESSIONAL