Vision

We are the premier agency of choice in the Northwest and have created a diversified / differentiated product offering in employee benefits, Property & Casualty, HR Services, and Individual Products. We are consistently winning because we have created a culture of execution and accountability. Our team members are succeeding financially, and continually experiencing growth. They are proud of our company and clear about our vision for the future. They have chosen to be a part of our company, because of their belief in our vision.

History

Montgomery & Graham was founded in 1997 as a privately held corporation in Portland, Oregon, when Wes Montgomery and Eric Graham left the Mutual of Omaha Companies to focus their energies on employee benefit planning. 
In November of 1998 the company purchased the Bell-Anderson Insurance Agency book of employee benefit business, and moved its offices to the Sylvan area of Portland.  Scott Lyda joined Montgomery & Graham in 1999 and is now a partner in the firm leading a team of over 15 sales professionals.

In 2000, Montgomery & Graham purchased Insurance Smart, a well established employee benefit agency in Oregon and Washington.  The company continued its expansion in 2001 with the acquisition of Insurance Solutions, an employee benefit agency in Hillsboro Oregon.  In 2002, Montgomery & Graham was recognized as the Agency of the Year by the Portland Association Health Underwriters as the top producing agency in the state, as well as for its active involvement in the critical employee benefit issues facing the Oregon insurance community.

Insurance professionals from other agencies were attracted to the dynamic environment of the growing company, and many joined our team.  Montgomery & Graham began to aggressively market its expanded service concept in the Portland area. In 2003, the agency was recognized by the Portland Business Journal as one of Oregon’s 50 fastest growing privately held companies. In June 2004, the company was again named as one of Oregon’s fastest growing companies, moving up two points from the previous year. During the summer of 2004 the company purchased its own building, and is now located Lake Oswego, Oregon.  Then in 2006, Innovative Benefit Plans merged with Montgomery & Graham, Inc.  In 2007, Montgomery and Graham added a 4th partner, Rick Cecchini.

Accolades and Awards

Fastest Growing Private 100 Companies 2003-2009

2002 Agency of the Year by the Portland Association Health Underwriters

Light House Award 2007.  An award for placing in the Fastest Growing Private Companies for 5 consecutive years.

Platinum Agency Kaiser 2005,2007,2008

Montgomery & Graham Portland Business Journal articles.