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
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.
Alex brings 15+ years management and operations experience to the Cascade Valley team. As both a former owner of an Employee Benefits firm and a Director of Operations, he understands the complexities and challenges that employers encounter. He employs a process-driven, analytical approach to empower clients to reach their goals by creating a cost management strategy. Working with clients to develop and implement a clear, actionable plan, his goal is to improve employee benefit experiences and be a trusted advisor.
Alex is a Washington native, born and raised in Bellevue. He is married with two children and lives in Kirkland Washington. When not working, you’ll find him playing or coaching basketball, traveling, or spending time with his family at home or on Whidbey Island.
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.
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