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 the