WE AREN’T JUST GONNA TELL YOU TO SAVE MORE.

We’re also about helping you spend well.

We're here to liberate you from a "gotta say no" life.

True financial freedom is having enough to spend on the people and experiences you love. That’s why we remind our clients that spending money is just as important as saving it. You only get to experience life once. We’re here to make sure you have the courage and agency to do the “maybe someday” stuff today.

Meet Your Team

Meet our dedicated team of wealth advisors. With a distinctive blend of knowledge and empathy, we’re here to build your confidence and spark your enthusiasm for a brighter, more secure future.

MARK COLGAN, CFP®, PRESIDENT + WEALTH ADVISOR

Mark is the President of Montage Wealth Management, a firm dedicated to helping people confidently steer through life’s major transitions. With over 31 years of experience, Mark has guided countless clients through defining moments—like career changes, retirement, divorce, or the loss of a loved one—helping them make thoughtful financial decisions when it matters most.

Mark’s passion for simplifying the complexities of finance shines through in his book, “Death’s Red Tape: Your Guide for Navigating Legal, Financial, and Personal Transitions When a Partner Dies.” This essential guide offers practical steps and emotional understanding for those facing one of life’s toughest challenges.

Mark is also a regular contributor to thestreet.com.

JACKIE DOHSE, CFP®, EA, WEALTH ADVISOR

Jackie Dohse is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with over fifteen years of experience. She specializes in retirement planning, investment management, estate planning, and tax planning. Jackie is known for her compassionate approach and dedication to helping clients make confident, informed decisions that reflect their goals and values.

With a strong background in income tax, Jackie adds a unique edge to her financial planning, helping clients work towards holding on to more of what they earn. Her personalized guidance ensures clients feel supported every step of the way as they work toward financial clarity and peace of mind.

TJ Muscato, Wealth Advisor

Over the past twenty years, TJ has cultivated a vast understanding in his field of practice. In every interaction, you’ll notice his profound passion for financial planning, which is only outshined by his sincere commitment to prioritizing his clients’ needs.

Lisa Whelen, Client Service Associate

While Lisa is lauded for her charming and heartfelt personality, she also prides herself on going above and beyond for her clients. Moreover, her tenacity and dedication make her an unstoppable force when it comes to executing tasks.

EMILY RILEY, CLIENT SERVICE ASSOCIATE

Emily may have a quiet demeanor, but her capabilities speak loud and clear. Her secret to providing exceptional client service: her resourcefulness and unwavering commitment to task completion. Emily plays a crucial role in our team’s success.

Troy Nelson, Client Service Associate

Troy serves on our team as a Client Service Associate, bringing with him a steadfast dedication to helping clients achieve their financial goals. His knowledge and “whatever it takes” mindset ensures every client receives exceptional service and support.