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Christine Montz

President and Partner

Montz Harcus Wealth Management

United States, Louisiana, Metairie

About Me

Christine Montz is a CPA and a CFP® with over thirty-five years of extensive tax,financial planning and investment management experience. Upon graduating from Louisiana State University, she spent over eight years with the international accounting firm of KPMG Peat Marwick. She then joined First Commerce Corporation’s Trust Group/Bank One. Christine spent 10 years with the organization in progressive executive management positions including the oversight of the $16 billion dollar Trust Department and the $2 billion family of proprietary mutual funds. Christine is a member of the Louisiana Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and

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Profile Information

President and Partner

Montz Harcus Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Metairie

Louisiana

United States

Aug 23, 2025

Work Experience

Montz Harcus Wealth Management

President and Partner Present
Email: christine@montzharcus.com

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