Nohemy Montes, J.D., CPFA
President & Senior Wealth Manager
Nohemy Montes has over 19 years of experience in financial wealth management. She is the founder of Montes Group Inc.* a firm dedicated to fostering financial growth and empowering businesses, individuals, and families to make choices that lead today, tomorrow and for future generations. Nohemy takes pride in working with three-generational families to build and preserve wealth..
As a Wealth Manager, Nohemy provides an all-embracing approach, guiding clients in investment management and wealth preservation to sustain their legacy. Her knowledge and experience allow timely results. She has developed a streamlined process for clients backed by a network of local, national, and global strategic partners who are leaders in the investment industry.
Nohemy finds joy in advising and coaching clients towards financial success. She is passionate about education, believing that "Education is power” and she demonstrates this by offering financial seminars year-round for organizations, business, and individuals.
Nohemy is member of the Financial Planning Association the El Paso County Bar Association. She is also actively involved with the Southern Colorado Women Chamber of Commerce and the Women in Pensions Network. Additionally, she has served as Past President of The National Association of Insurance and Financial Advisors (NAIFA), and SCORE volunteer.
Nohemy is a FINRA licensed Series 7 and 66 security registrations as well as multi-state Life and Health. She obtained her law degree from the Universidad Autónoma de Chihuahua and a Bachelor's of Science in Business Administration with a focus in Economics from Colorado State University-Pueblo.
In her free time, Nohemy enjoys traveling, pickleball, golf, and enjoying time with her two daughters, Ashley and Kelsi.
*Mont Wealth is the trademark of Montes Group Inc.