HOME WHO WE ARE WHAT WE DO OUR TEAM NEWS / INFO CONTACT US Erik Daley Scott Cameron Brian Montanez Alan Dick ph: (510) 654-7240 brian.montanez@multnomahgroup.com Brian is an AIF, Accredited Investment Fiduciary certified by the Center for Fiduciary Studies, and a QPA, Qualified Pension Administrator, QKA, Qualified 401k Administrator and a QPFC, Qualified Plan Financial Consultant accredited and holds a Tax-Exempt & Governmental Plan Administrators Certificate by the American Society of Pension Professionals and Actuaries (ASPPA). He holds a B.S. in Economics and Finance from Bentley University in Massachusetts. CORPORATE TAX-EXEMPT PRIVATE © 2010 Multnomah Group, Inc. All Rights Reserved. Privacy Statement | Legal Disclosures | Contact Us OUR TEAM / BRIAN MONTANEZ A Principal of the Multnomah Group, Brian regularly consults with business owners and benefits professionals on a variety of plan design, investment offering and participant service issues and is a conference speaker on retirement plan issues. Prior to joining the Multnomah Group in 2007, he served as a Vice President with CitiStreet Retirement Services in northern California. Prior to that he was a Vice President with Invesmart, a national investment advisory and retirement services firm. Brian, his wife and son live in Oakland, California.