About Our Firm
At Montgomery Financial Partners, we commit to helping clients achieve the unique financial goals they desire for themselves, their families, and their businesses.
Who We Are
Our Passion is Earning Your Trust
Our passion is earning the trust of our clients through the integrity of our investment practices. We commit to helping clients achieve the unique financial goals they desire for themselves, their families, and their businesses by providing leading edge financial planning strategies and investments.
Who We Are
Our Team
Just like you want to help your family succeed in their lives, we want to help our clients succeed in theirs. Above all, our commitment lies in helping each client strive toward their financial goals.
Geoff Tomasetti
President
A native of Boston, MA, Geoff, his wife, Deanna, and their daughters, Jessica and Hannah, have lived in North Potomac, MD since 2003, where they enjoy sporting events, educational and cultural activities of the National Capital Area. As President, Geoff Tomasetti, AIF®, ChFC®, CFS® holds Series 7, 63, 65, life and health licenses, Accredited Investment Fiduciary, Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. Geoff joined Cambridge Investment Research, Inc. in 2015, bringing with him over 20 years of experience in the financial services industry, specializing in life plan strategies to help individuals reach their unique financial goals.
Sophia Bellanton
Client Service & Operations Specialist
Sophia was born in New York and has lived in Maryland most of her life. She enjoys spending time with family and engaging in many art mediums such as painting, pottery, photography, and writing. She also enjoys going to church and the beach, traveling, and spending time working towards providing accessible education to children in Haiti. Sophia is a graduate of the University of Maryland, Baltimore County where she studied psychology and entrepreneurship. As our Client Service and Operations Specialist, Sophia will be responsible for communicating effectively with our clients and managing clients service requests.
[email protected]
Ed Markley
Partner
Ed and his wife, Donna, have lived in Rockville, MD since 1987, where they are actively involved in community service and together enjoy the cultural aspects of living in the Metropolitan Washington area. As a Partner, Ed Markley, MBA, holds a Bachelor’s degree in Electrical Engineering and a Master’s degree in Business Administration. He made the transition from engineering to financial planning in 1987, earning his Certified Financial Planner designation in 1989. With nearly 30 years of experience in the financial services industry, Ed specializing in investment management. (Ed does not provide investment advisory services and is not affiliated with Cambridge Investment Research.)
Contact Us
If you need guidance or advice in helping you secure your financial future, then we would love to speak with you.
301.990.9170
One Bank Street, Ste 100, Gaithersburg, MD 20878
M-F: 8am-5pm, S-S: Closed
Check the background of this financial professional on FINRA's brokercheck
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge, Montgomery Financial Partners, and Nymeo Credit Union are not affiliated. Non-deposit investment products are not NCUA insured, not credit union guaranteed, may lose value. Cambridge Customer Relationship Summary.
Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk.
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