Clarity. Confidence. Control.

Modern support for service-based businesses.

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Why “Secured Financials”? Because the Details Matter.

About Secured Financials

Secured Financials was born when our founder, Maggie Montague, saw too many small to medium sized businesses overpaying taxes and guessing at their numbers. Word spread fast because of her clear, compassionate approach. Soon she couldn’t keep up, so she stepped into a CEO role and built a team of specialists to serve more people.

Today, you benefit from the collective experience of tax planners, bookkeepers, educators, client success pros and now a certified virtual assistant & notary who understand the unique challenges of service‑based businesses.

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Meet the Team

  • A smiling woman with long black wavy hair, wearing a white sleeveless top, pearl earrings, and a delicate necklace, outdoors with blurred trees in the background.

    Margaret "Maggie" Montague

    Founder & CEO

    Areas of Expertise: Single-Member LLCs, S-Corporations, Tax Planning


    Fun Fact: Maggie loves transforming complex tax challenges into “aha” moments that bring clients peace of mind.

    “When your finances make sense, your business finally has space to grow.”

  • Headshot of Stephanie smiling, with long brown hair, rose-gold wire-frame glasses, and a dark knit sweater against a soft pink background.

    Stephanie "Steph" Garner

    Account Manager & Retirement Specialist

    Areas of Expertise: Small Business Bookkeeping, Expense Organization, Overall Financial Management


    Fun Fact: Steph's happy place is the moment a client opens their monthly financials and says, "Wait, that's where my money's been going?"

    "When your finances are organized, every decision gets easier. That's the peace of mind I want every client to have."

  • A woman with short black hair and a nose ring, smiling, wearing a white sleeveless top, with a bracelet and a smartwatch on her left wrist, outdoors with blurred greenery in the background.

    Sadia Zaman

    Tax Professiona & Therapist

    Areas of Expertise: Healthcare, Group Practice, Private Practice


    Fun Fact: Sadia believes that “financial clarity is self-care” — and models that belief in every client interaction.

    “Your business deserves the same care and compassion you give your clients.”

  • A woman with curly hair smiling at the camera, wearing a brown striped blouse, pearl earrings, a heart-shaped necklace, and a nose piercing.

    Shanon Bowen

    Tax Professional & Educator

    Areas of Expertise: Short-Term & Long-Term Rentals, Turo Hosts, Partnerships


    Fun Fact: Shanon calls herself a “financial teacher at heart” — she believes every client deserves to understand what’s happening with their money.

    “The goal isn’t just to file — it’s to help you understand and grow.”

“We exist to give service‑based entrepreneurs clarity, control, and confidence with their finances. Your business should fund your freedom, not keep you up at night. We’re here to make sure it does.”

Ready to Simplify Your Finances?

You deserve clarity, confidence, and control in your business finances.

Let’s build a strategy that brings peace — not pressure.

Book a Free Discovery Call