Annalise Montgomery

Annalise joined Faith Investor Services (FIS) in 2025 after earning her Securities Industry Essentials® certification. She is completing her Bachelor of Science in Finance with an emphasis in financial planning at Grand Canyon University and will graduate in April 2026. Originally from White Bear Lake, Minnesota, Annalise discovered her passion for financial literacy early on and has pursued it with dedication ever since.

As a Financial Planning Associate, Annalise partners with advisors and clients to align financial goals with personal values. She supports FIS advisors by preparing planning materials, conducting research, and helping create a seamless client experience. Her goal is to provide thoughtful guidance and support, so every client feels confident and cared for along their financial journey.

Outside of work, Annalise enjoys tennis, running, exploring Phoenix with friends, and staying active in her church community.