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Eric Graham |
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Eric Graham along with Wes Montgomery founded Montgomery & Graham, Inc. in 1997 as a privately held corporation in Portland, Oregon. It originally began when the two men left Mutual of Omaha Companies in order to focus their energies on employee benefit planning. It has remained true to that focus, and has also developed into a dynamic sales organization with a growing sales force. In November of 1998 the company purchased Bell-Anderson Insurance's Book of Employee Benefit Business, and moved their offices to the Sylvan area of Portland. Scott Lyda left Mutual of Omaha to join Montgomery & Graham in 1998. He now manages a team of 8 sales representatives in our Small Group Division. In 2000, the company purchased Insurance Smart, a long-time employee benefit agency in Oregon and Washington. Finally, in 2001 the company purchased Insurance Solutions, a small employee benefit agency in Hillsboro.
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Scott Lyda |
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Scott Lyda is a native Oregonian. Scott began working with Wes
Montgomery and Eric Graham in the spring of 1993. He began
specializing in employee benefits in 1998 and is a Partner and the
Vice President of the firm. Scott manages a sales team and takes
great pride in delivering high quality proactive customer service to
Montgomery & Graham, Inc. clients.
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Wes Montgomery |
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Wes Montgomery is a Business graduate of Eastern Oregon University with degrees in Business Administration and Economics. Wes began his carrier with the Mutual of Omaha companies where he achieved their highest sales honor. It was at the Mutual of Omaha companies where he and Eric Graham began their vision to offer business solutions to the small business owner. In 1997 Eric and Wes chose to take the next step towards their vision by launching Montgomery & Graham, Inc. Now this two man team has grown to over 20 with a goal of offering innovative benefit planning and the highest level of administrative services.
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Montgomery & Graham Sales Team |
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| Eric Aaberg | |||||||||||||||||||||||
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Eric Aaberg is an employee benefits consultant with Montgomery and Graham Inc since 1999. Eric is a native Oregonian and graduated from the University of Oregon in 1987 and was employed in the retail management industry until 1998 when he entered the employee benefits field. Eric’s focus is on assisting any size business to have the ABSOLUTE BEST employee benefits package for their dollar. Eric’s clients range in size from one person operations to operations with hundreds of employees. Attention to issues that effect employers such as employee communication regarding effective benefit understanding and utilization, claims assistance, COBRA, HIPPA and State Continuation Assistance are just a few of the areas Eric emphasizes in his relationships with his clients. Attention to detail, trust and relationships are the key elements in Eric’s practice.
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Robert Bailey |
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Robert Bailey began his insurance career over 20 years ago as a Loss Control / Risk Management Consultant. His prior professional experience has included: Director of Workers’ Compensation for Sedgwick James, an International Insurance Brokerage and Region Manager for EBI Companies, a national property /casualty insurance carrier. He currently holds the CPCU, Chartered Property Casualty Underwriter, CSP, Certified Safety Professional and ARM, Associate in Risk Management designations.
Through a strategic partnership, Bob has been affiliated with Montgomery & Graham since 1998. His focus is “Human Capital Risk Management”, both Employee Benefit Planning and Workers’ Compensation. He works with client companies to minimize their exposure and the long term cost of protecting their employees both on and off the job. Bob lives in Lake Oswego with his wife and daughter.
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Frank Biondo |
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Frank Biondo was born and raised on Long Island, New York and has been a resident of Oregon since 1984. Frank taught for twelve years and began his insurance career in 1980 after moving to Seattle. In servicing his clients, his goal is to help them understand the process of selecting a benefits program, the different programs available and the impact of the final decision. His hope is that through this process his client will be educated and satisfied which will result in a long term business relationship |
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| Rick Cecchini | |||||||||||||||||||||||
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Rick has been a life long Portland resident who began his insurance and investment career in 1990 with Mutual of Omaha Companies. After four years as a top producer, Rick formed a partnership and founded Cecchini/Dixon Associates focusing on Health, Life and Investments. A high level of customer service has always been a top priority for Rick and he believes it is what separates him from other brokers. In the fall of 2003, Rick made the decision to join forces with Montgomery & Graham. This merger allows Rick to enhance the level of customer service to his clients. Rick will continue his focus on Group Health Insurance, Estate Planning and Life/Investment Business. |
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Doug Clem |
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Since Doug's arrival to Oregon 27 years ago, he has developed expertise in construction, restaurant business, and route sales. In every category, Doug applied a deeply rooted element of customer service. Since 1999, Doug has been developing his employee benefits portfolio to great avail. His depth of knowledge and keen attention to service has made him a valuable part of M&G Furthermore, Doug prides himself on finding the plan that fits for you. He works hard to make sure you understand and can maximize the services your plan provides. “Doing the right thing for my clients” is his motto, no matter what situation arises, he proactively and quickly solves the issue. |
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Wayne Jolly |
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Wayne Jolly is a graduate of Portland State University with a double major in Business Administration and Economics. Wayne began his career with Boise Cascade Corporation and became the Customer Service Manager and the Information Service Manager for the White Papers group. He then purchased a partnership in a wholesale growers nursery which grew to the top 10% of sales and volume nationwide. After selling his share of the nursery he soon wanted to return to a fulltime occupation. Personal business experience led Wayne to the employee benefit occupation where he can aid clients from individuals to large corporations in obtaining cost effective insurance. |
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| John Payne | |||||||||||||||||||||||
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Roots: Born in Washington DC, raised in California, left Hawaii after 5 years in 1979 and became an Oregonian. Graduated from Simpson College, started his career in insurance over 25 years ago.
Experience: Trained through LUTC in Life and Health and became the top producer for Affiliated Financial Services, then worked with Insurance Solutions developing business insurance skills, worked at Pacific Benefits Group and became one of their top producers then joined Montgomery & Graham, Inc. as an employee benefit specialist. The key to serving clients is showing creative ways to offer good benefits at lower costs along with world class service.
Personal: He is married with 4 wonderful children and 4 grandchildren with more to come, and his wife Davilyn has been his ever loving support. His spare time is spent in church related activities, and the fine arts, plays and opera. |
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| Justin Rommel | |||||||||||||||||||||||
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Justin Rommel was raised in a small town of Washington, but when he decided to begin his working career he moved back to his home state of Oregon. Justin worked in the construction industry for a few years before wanting more; he wanted to work with people to help solve their insurance and future planning issues. Justin started his insurance career with Mutual of Omaha focusing primarily on life, disability and long-term care insurance. In 2007, Justin decided to take on a new challenge when he joined Montgomery & Graham to focus on Employee Benefits. Justin’s intense work-ethic, dynamic personality and genuine concern for his clients has already made him a great addition to the M&G team! |
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| Bob Siegfried | |||||||||||||||||||||||
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Bob has been in the industry for over 20 years, and has been responsible for working on various size employers, and trusts.
Bob has also worked with many employers in different states including recently the Alaska Hospitality Alliance. |
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| Rich Sprute | |||||||||||||||||||||||
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Richard D. Sprute graduated from Oregon State University in 1987. He started his professional career with First Interstate Bank as a securities sales representative in 1988 and continued in banking until 1998. In 1999 Richard entered the medical benefits industry where he currently works as an employee benefits consultant with Montgomery & Graham Inc. Richard focuses on the special needs of groups from 20 employees to 250 employees, helping them reduce their exposure to employee benefit Law (COBRA, HIPPA, SEHI etc…).
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| Penny Walker | |||||||||||||||||||||||
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Penny Walker recently joined Montgomery & Graham’s team as a Sales Representative. She is a native Oregonian with more than two decades of experience in employee benefits and special expertise in collaborating with large group employers to build comprehensive benefit packages. Walker graduated from the University of Oregon.
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| Jennifer Wakayama | |||||||||||||||||||||||
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Roots: The
insurance business called to Jennifer soon after she finished high
school, and she’s been answering the call ever since. She attended
Portland Community College, where her studies focused on business
and accounting. Experience: Jennifer started in the insurance business in 1988. She has an Oregon insurance license and is working toward completing her certified employee benefits specialist designation. Specialties: Jennifer specializes in life and health insurance, with an emphasis on individuals and small businesses. She enjoys educating her clients about how best to use their benefits, and watching as their businesses grow over the years. Involvement: A member of the Oregon and Portland Associations of Health Underwriters, Jennifer has served as secretary of the local chapter. She also participates actively in an ad-hoc committee addressing issues related to the agent’s role in purchasing health insurance. Personal: Entertaining, traveling and cooking are Jennifer’s passions outside the office. |
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Montgomery & Graham Service Team |
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| Jeff Cecchini | |||||||||||||||||||||||
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Jeff has lived in the Portland area all his life and has a great passion for sales and marketing. He attended Mt. Hood community college and Oregon State University for business and decided in 2004 to follow in his father’s footsteps and enter the employee benefits career field. He views it as a life long, exciting opportunity and is thrilled to be a part of the Montgomery & Graham team. He currently plays a dual role as the account manager for our Workers' Comp Department and also helps facilitate all M&G marketing campaigns to see that they are driven to completion in a timely manner and have a positive outcome. |
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| Stephanie Doughty | TOP | ||||||||||||||||||||||
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Stephanie grew up in Santa Rosa, California where she attend Santa Rosa Junior College receiving her AA degree in Business Administration in 1970 and continued her education in the Sacramento, CA area . Stephanie moved to El Dorado Hills, CA and lived there for most of her adult life. She worked for Sacramento Sheriff's Department for 22 years as a civilian , working with many county, state and federal law enforcement agencies. She has always been part of a support staff dedicated to customer service. After moving to the Portland area she joined the production team of Montgomery & Graham in March of 2006. She is always looking for new and exciting challenges. She enjoys being part of the support staff for the agency and dedicated to positive results in customer service. Her motto is "service with concern". | ||||||||||||||||||||||
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| Jessica Hamilton | TOP | ||||||||||||||||||||||
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Jessica Hamilton joined
Montgomery & Graham in October 2005 as a Client Care Specialist
with previous insurance experience. She has been working on
implementing the Client Care Center and continuing to improve the
daily aspects of the department. She was promoted to an Associate
Account Manager in October 2006 and will be continuing her
Insurance knowledge while not only managing the Client Care
Department, but assisting the Account Managers with their day to
day work loads in providing the utmost best client/customer
service.
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| Tina Hoagland | TOP | ||||||||||||||||||||||
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After many years as a military
family, Tina and her husband decided to plant their roots in
Oregon. With over 7 years of experience in the insurance field
Tina brings an excellent level of communication
skills and customer service focus for our clients. She provides
administrative service support to
clients and works
closely with your agent as part of your service team. She has
extensive expertise in all aspects of customer service related to
benefit programs;
including claims support, billing questions and
procedures as well as
legislative related issues
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| Sigrid Leonard | |||||||||||||||||||||||
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Sigrid Leonard joins M&G with over 25 years experience in the employee benefits field. With her background and experience, M&G feels she has the ability to provide the best service possible for our clients. Sigrid thoroughly enjoys working with her clients, whether on a day to day basis, assisting them with inquires, to helping them get through the annual renewal process. With health care premiums rising year after year, it is sometimes a challenge to help clients find just the right plan that meets their employee benefit needs and staying within their budget. Sigrid welcomes those challenges and look at them as strength building exercises that helps develop trust and understanding, which will result in long term client relationships; which is ultimately the goal for all of us at M & G.
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| Jackie Lesch | |||||||||||||||||||||||
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Jackie Lesch began her tenure in employee benefits in 1997, working for PacificSource Health Plans. After five years working for a carrier, she switched to the agency side wanting to work closer with customers for all their employee benefit needs. In October 2005 she joined Montgomery and Graham, where their motto “Dedicated to Superior Customer Service” matched her own commitment of working for our clients. Her philosophy is that no customer should ever have to call a carrier with an issue, that’s what she is here for. Jackie is a graduate of Portland State University, married and the mother of three grown sons.
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| Jenny Mason | |||||||||||||||||||||||
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Jenny has lived in the Portland area all her life, she graduated with honors from Pioneer Pacific College, where she studied Business and Accounting. Jenny joined Montgomery & Graham in February of 2006 and is currently a member of the production team. Her attention to detail and willingness to learn makes this a perfect fit for her. She is new to the insurance business and is always looking for new challenges. She is excited to work with the M&G team and strives to grow with more knowledge and experience. | ||||||||||||||||||||||
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| Lydia Moore | |||||||||||||||||||||||
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Reymond Soriano |
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Reymond joined Montgomery & Graham with hopes of finding a perfect fit company; and he found it. In 2001, Rey started in the production department for Montgomery & Graham. While in the production department, he began to develop his knowledge around computer and network systems. He is currently overseeing the production department and systems management which includes, office equipment, phone and voicemail systems, workstations and servers. He is continuing his education to better serve the internal and external customers of M&G. He is dedicated to serving you. |
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| Dave Widney | |||||||||||||||||||||||
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Dave Widney graduated from Sonoma State University, California in 1983 with a degree in Environmental Studies and Planning. He was employed by Optical Coating Laboratories, Inc. in Northern California for twenty-three years with a successful career working with suppliers and customers throughout Asia, Europe and the United States. His primary goal was to produce positive results while developing strong working relationships. Dave has always felt the need to put customer service first when working with suppliers, customers and internal groups. | ||||||||||||||||||||||
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| Sara Wrede | |||||||||||||||||||||||
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Sara has been in the insurance industry for 10 years. Since 1999 she worked for an insurance carrier with focus on life, disability, and dental products. She enjoys working with people and is a stickler for detail so the employee benefits business fits her perfectly. Sara finds it very rewarding being able to help guide her clients to the best employee benefits for their company. | ||||||||||||||||||||||
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