Montgomery Scholarship Winners Announced

We are excited to announce the recipients of this year’s Montgomery Scholarship: Amber Miller and John Koenig!

Scholarship-Amber Miller
Amber Miller's long-term goal is to be your top, go-to female financial life planner specializing in goal setting, transition planning and education. She is currently studying for her CFP certification and volunteers with the FPA of MN Education committee, educating our next generations to ensure that today’s students become tomorrow’s financially astute adults. Amber is primarily interested in helping clients discover and achieve their goals, be that a life-long vacation dream, saving for retirement or college for your children. She joined the Planning Center in early 2015 and has found a community of like-minded professionals – supporting each other in a common quest to help their client’s find and live their best lives.

When not at work, Amber is usually on the water rowing single training for local and national regattas. She also runs a half-marathon most years, CrossFit, hiking the Superior Hiking Trail, and has even tried her hand at the likes of the Tough Mudder Obstacle Course.

John Koenig joined Heritage Wealth Architects in July of 2015. Prior to that he worked at a wealth management firm in Iowa City while completing a BBA in Finance from the Tippie College of Business at the University of Iowa.

Through Minnesota State University Mankato, John completed the education requirements this past winter and sat for the March 2017 CFP® certification exam – he recently found out that he passed the exam! John hopes to earn the CFP® marks in the early fall of 2017 when he fulfills the needed experience requirements.

Two $1,000 scholarships are awarded each year to students pursuing their CERTIFIED FINANCIAL PLANNER™ certification who are admitted to a program administered by an accredited college or university registered with the Certified Financial Planner Board of Standards, Inc.