Diondre Montgomery
Financial Advisor|M.S.
Professional
I began my career at the General Electric Company in Houston, TX within the Operation Management Leadership Program (OMLP). This was an accelerated growth opportunity that allowed me to gain tremendous experience in the US. Energy sector. After nearly 6 years, I decided to leave GE to pursue an opportunity working in the Los Angeles area for a fast-paced aerospace company, SpaceX, as a Quality Engineering Manager for nearly 4 years.
I made the decision to step out of the engineering world in order to gain a heightened sense of responsibility for the work that I perform daily. What I value most about my decision is the impact that I have on my clients. Knowing that I've built meaningful relationships while helping to build financial security is truly rewarding!
Education
- University of Arkansas, Pine Bluff - Industrial Engineering (Bachelor of Science)
- Penn State - Supply Chain Management (Master of Professional Studies)
Personal
I am originally from Chicago, IL. My wife Tracey and I have 2 boys (Jaxon & Jalen) and have lived in San Antonio since 2017. My Family is everything to me.
I like to spend my free time by staying physically active in sports and working out. And if you're wondering...Yes I'm a huge Chicago Bears fan!
I enjoy volunteering for local charities and mentoring the youth. Ensuring that they are equipped to take on tomorrow's challenges is a passion of mine.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Alamo City Black Chamber of Commerce
I am also a member of the Alamo City Black Chamber of Commerce. The Chamber's emphasis is to be a part of economic activity, promote jobs, training and business referrals to businesses and organizations. The Chamber strives to include all business throughout the San Antonio metropolitan area and to eliminate the isolation of the African American Businesses.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
