YOUR TEAM

The People Behind the Planning

Meet the team dedicated to serving as your family’s trusted partner, today and for generations.

Principal Sarah Burnett

Sarah U. Burnett

Co-founder

Sarah is a co-founder of MontVue and a trusted advisor to clients seeking a holistic, long-term approach to wealth management.

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Principal and Chief Investment Officer Anne Umbarger

Anne M. Umbarger

Co-founder

Anne is a co-founder of MontVue and plays a central role in shaping the firm’s client-focused, team-based approach to wealth management.

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Associate Wealth Advisor Alan Kramer

Alan Z. Kramer, CFP®

Wealth Advisor

Alan is a long-tenured member of the MontVue team and a key contributor to the firm’s holistic, client-first approach to wealth management.

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Chief Compliance and Operations Officer Lori Snead

Lori H. Snead

Chief Compliance & Operations Officer

Lori plays a critical role in safeguarding MontVue’s commitment to integrity, accountability, and client trust.

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Client Service Coordinator Shane Blackwell

C. Shane Blackwell

Client Service Advisor

Shane is an important part of MontVue’s day-to-day client experience, supporting clients with responsiveness, accuracy, and accessibility.

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Our Door Is Always Open

Every relationship begins with a conversation. We welcome the chance to get to know you and determine whether we can support your financial goals.

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