Zachary J. Montgomery, JD, CPA, CFE joins Provident Financial Planning as Partner and CFO, effective December 16, 2022, bringing his accounting, tax, and legal background to provide the most comprehensive planning possible to clients.

Zachary is a dual-credential attorney and CPA. He is the founder and managing member of Provident Legal Counsel, PLLC where he serves clients in the area of federal and state tax litigation, federal tax compliance, forensic investigations, business planning, business litigation, and estate planning.

He brings a wealth of experience to Provident Financial Planning through his diverse work experience. He is an alumnus of Ernst & Young, PricewaterhouseCoopers, Deloitte, and a regional law firm.

Zachary received his BBA in Accounting and Business Honors and his MS in Management Information Systems from Texas A&M University. He is also a graduate of the University of Virginia School of Law.

Paul S. Michel, CFP®, founder and CEO of Provident Financial Planning, has grown the firm independently over the past five years. He says, "I am excited that the partnership will add value to existing clients and will provide the firm a big competitive advantage over other wealth managers." Paul says, "I have spent the past two years prayerfully considering the next phase of the firm, and I am confidently entering into this partnership with Zachary. He adds expertise to my decade-plus experience in wealth management, and his services will add depth to our ability to serve our clients." You can read the full story of Paul's journey to establish Provident Financial Planning in Paul's "Story Behind Provident" article.

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