Paul S. Michel, CFP®
Zachary J. Montgomery, JD, CPA, CFE
Zachary J. Montgomery, JD, CPA, CFE
☏ (469) 500-5200
Paul is founder and CEO of Provident Financial Planning, which he established in 2017. Starting a boutique financial planning practice has always been his focus since the very first day he started working for an investment company in 2008.
He and his beautiful bride, Marchelle, and energy-filled daughters, Collins (7), Cora (6) & Quinn (4), live in north Dallas/Fort Worth where they spend most of their evening time on the playground swing-set.
Paul was a Financial Consultant in the Private Client Group at Fidelity Investments where he focused exclusively on building complex financial plans for over 400 families across many states.
Paul is a CERTIFIED FINANCIAL PLANNER™ and has created hundreds of individualized financial plans for high net worth families entering retirement and high-income families accumulating or transferring wealth. He also specializes in working with clients who are new to wealth due to inheritance, completion of residency and business success.
Zachary J. Montgomery, JD, CPA, CFE
Zachary J. Montgomery, JD, CPA, CFE
Zachary J. Montgomery, JD, CPA, CFE
☏ (469) 600-7723
Zachary is partner and CFO of Provident Financial Planning and joined in 2022. He is a dual-credential attorney and CPA, and he is the founder and managing member of Provident Legal Counsel, PLLC where he serves clients in multiple areas, including: federal tax litigation, forensic investigations, and business planning.
Zachary previously served clients at multiple well-known firms, including: Ernst & Young, PricewaterhouseCoopers, and Deloitte. He 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.
Zachary has helped clients navigate complex issues over the years related to finances and taxes. His experience and credentials provide a unique perspective in wealth management, focusing on financial and tax planning and strategies.
He and his beautiful wife, Bethany, and daughter, Landry, live in north Dallas. They enjoy spending their time together and serving in their local church.