Bios

Donna Becker , CFP®

Donna Becker has spent nearly two decades specializing in Advanced Wealth Transfer for the highly affluent.  As a consultative insurance specialist she works closely with clients’ attorneys, CPAs, financial advisors and trust officers in order to create customized wealth transfer solutions. She has worked with some of our country’s most affluent families, professionals and business owners in advising them on their personal and business planning needs.

Ms. Becker is a designated Preferred Provider for life, disability, and long-term care insurance within the UBS network.

Donna holds a degree in history from University of California, Berkeley, and her MBA from Sonoma State University, Rohnert Park, CA, where she also served as an adjunct professor. In addition, she is also a Certified Financial Planner, FINRA Registered, and insurance licensed in multiple states.

Donna is an avid reader, gardener, and runner. She enjoys spending time with her husband, and, whenever possible, gathering around the table with her far-flung family.

Steve Montgomery, CLU

Steve is an Insurance Planning Specialist for Simply Financial in the Mid-Atlantic Region.  As an insurance specialist, he excels at helping financial advisors meet their goals by providing insurance solutions to their clients.
Steve’s past experience has been as an authorized Insurance, Business & Estate Planning specialist for some of the leading Financial Services & Brokerage Firms including Manulife Financial, John Hancock, and Guardian Life.  He has worked with some of the wealthiest families in America including professional athletes, authors, and entrepreneurs to provide sophisticated planning concepts.
Steve has over 19 years of experience in the life insurance industry with both retail and wholesale experience, both as an agent and as a manager, and has worked closely with attorneys, accountants, and trust officers.   He has served on multiple industry boards and currently serves on the board of the Northern Virginia Estate Planning Council.