Montandon & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Justin Montandon, Private Wealth Advisor serving the Austin, TX area - Ameriprise Advisors

Justin Montandon

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Justin Montandon's website
Samuel Vaughan, Associate Financial Advisor serving the Austin, TX area - Ameriprise Advisors

Samuel Vaughan

Associate Financial Advisor

Visit Samuel Vaughan's website

Team

Madison Warrington

Madison Warrington

Receptionist,

Administrative Assistant

Qualifications

  • 2020 Bachelor of Arts in English at University of Texas at Austin

Roles & Responsibilities

  • Front Desk Reception & Hospitality
  • Client Service & Advisor Support
  • Meeting Preparation & Post-Meeting Follow-Up
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Cody Amundson

Cody Amundson

Financial Planning Assistant

Qualifications

  • 2021 Bachelor of Business Administration in Finance at Texas State University

Roles & Responsibilities

  • Financial Planning Analysis & Assessment
  • Client Data Reviews & Data Collection
  • Account Transfer Coordination & Money Movement
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