About us
Montera Management, LLC3758 E. Covina Street
Mesa, AZ 85205
| Office: | (480) 209-1123 | |
| Fax: | (480) 209-1673 | |
| Email: | info@monteramgmt.com |
Executive Team
- Richard Avery - Partner
- Richard's career spans almost 30 years in various financial management roles with small companies and Fortune 500 corporations. His background includes five years as an officer in captive insurance management companies with primary responsibility for accounting and regulatory compliance issues involving captives. Richard holds an MBA degree in International Management from Thunderbird, The American Graduate School of International Management, and is a CPA licensed in the state of Arizona.
- Cindy Avery - Partner
- Cindy is a tax paralegal with 20 years experience in law firms and small businesses, including eight years in the captive insurance industry. She has extensive experience in tax research, insurance underwriting, high-end estate and tax planning, offshore corporate formation and compliance, and domestic corporate formation and governance. Cindy earned a diploma in paralegal studies from the American Institute of Paralegal Studies.