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

Christine Montz
President and Partner
Montz Harcus Wealth Management
United States, Louisiana, Metairie
About Me
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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