Charlotte McPherson

Executive Account Manager

Charlotte McPherson brings over 17 years of employee benefit experience in the Carrier, Agent and General Agent fields. It’s through her General Agency background that she was introduced to Montage and quickly saw how special and unique Montage is. She loves the fact that Montage isn’t a traditional business—it’s a family, and everyone who Montage touches is a part of it!

Having started her career at a General Agency, she very quickly found a passion to help others understand and navigate employee benefits and to educate them about their insurance. Over the years she rose through the ranks becoming the valued “go-to” employee benefits expert and technology advisor with the largest General Agency in California.

Throughout her career, she has never lost focus of the spark that ignited her success and still drives her today—a passion for helping others through service, consulting, integrity and care.