Trusted, Experienced & Dedicated

With a clientele spanning both sides of the Cascades and beyond, CVI works with businesses across a wide variety of industries. Utilizing our unique “cost to risk spectrum”, we continue to change the conversation surrounding employee benefits.

Jon M. Montgomery

President & Founder

At some point over his 25+ years as a benefits broker, Jon Montgomery grew frustrated with the status quo of chasing insurance premiums and decided to try something different. Recognizing that companies could, in fact, impact their bottom line by managing the elements that affected those costs, he developed the concept of The Risk Spectrum. Today, as a fervent advocate for managing healthcare risk, not just dollars, Jon is an accomplished speaker and author.

Having worked with a number of prominent brokerages throughout Pierce County, Jon founded Cascade Valley Insurance to solely focus on helping employers take back control of their healthcare spend.
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Jon supports his community as the Chairman of Gig Harbor’s youth football and cheer program for over 300 kids.

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Patty Rice

Senior Account Manager

Spending her 30+ years in the insurance industry balanced between carriers and brokers, Patty Rice has intimate knowledge on how to get things done. Today, working with CEOs, CFOs and HR professionals, Patty’s broad experience makes her uniquely qualified to help assess needs, understand options, and develop a benefits management plan that fits. And, once the program is in place, Patty is on-the-job. Be it a claims problem or a compliance question, her clients receive timely and accurate answers and resolutions. 

Patty served on the board of the Group Health Foundation (now Kaiser Permanente) for 10 years and is the current Treasurer of the South Sound Health Underwriters Association.

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David Cross

Account Manager

You could say David Cross has benefits in his blood, growing up the son of a benefits agency owner – learning the trade through dinner conversations and osmosis. His career has focused on finding solutions – balancing a client’s needs with their wants. He loves that no two days or challenges in this industry are the same.

​A Washington native, David grew up in Central and Eastern Washington, then moved west to attend Curtis High School in Tacoma. He did a stint in Texas before heading home and joining the CVI team.
In his spare time, you can find him doting on his English Bulldog or riding ATVs in the Dunes.


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I have worked with several benefits brokers throughout my career, but Jon and Patty are unique. They are attentive, thorough, responsive and caring. They worked diligently to make sure we received the best benefit packages and rates for our employees.
- Michelle D., Business Operations Manager