Joseph Montgomery joined Evans May Wealth as a Wealth Associate in 2025. He brings his analytical and problem-solving nature and customer service background to assist with client communications, money-movements, reporting, and account maintenance. Prior to joining Evans May Wealth, Joe graduated from Purdue University with a Bachelor of Science in Biology and Management Minor. He also holds the Certified Associate Project Manager (CAPM) certification. Joe is eager to grow his financial knowledge and expand his capabilities in serving clients.

Joe currently resides in Carmel, IN, where he enjoys exploring local parks, spending time with his family, and trying new foods.