About Zachary Joseph

Zachary Joseph Montgomery built a foundation in both law and accounting. He earned a J.D. from the University of Virginia School of Law after completing graduate and undergraduate degrees at Texas A&M University — an M.S. in Management Information Systems and a B.B.A. in Accounting and Business Honors. That mix of technical and legal training shapes the way he approaches cases.

His early professional years were spent in large accounting and consulting firms. In 2015 he worked at PricewaterhouseCoopers LLP. He moved to GPP, LLP in 2017 and then to Ernst & Young LLP in 2019. In 2020 he was with Freeman Law, PLLC. Those stops exposed him to corporate accounting, compliance projects and investigative work. They also gave him experience on both the advisory and the financial examination sides of disputes.

Montgomery holds professional credentials that sit at the intersection of finance and investigation. He is licensed as a Certified Public Accountant by the Texas State Board of Public Accountancy and is a Certified Fraud Examiner through the Association of Certified Fraud Examiners. Those certifications inform his approach to review, analysis and expert work in disputed financial matters.

He is a member of the Texas State Bar and belongs to several professional organizations, including the Collin County Bar Association, the Texas Society of CPAs, the American Institute of Certified Public Accountants, the Association of Certified Fraud Examiners and the Texas Aggie Bar Association. He is authorized to practice in Texas.

Today he practices at Provident Legal Counsel, PLLC. His background in accounting firms and in-house legal work leaves him comfortable translating complex financial records for judges, clients and opposing counsel. He handles assignments that require both legal analysis and forensic accounting — preparing reports, supporting depositions and serving as a bridge between technical accounting issues and courtroom procedure.

Colleagues describe him as methodical in document review and precise in numerical analysis. He combines courtroom training from Virginia with technical reporting skills developed at major accounting firms. He keeps professional affiliations current and maintains active CPA and fraud-examiner credentials. He currently practices at Provident Legal Counsel, PLLC, handling matters that involve financial analysis, fraud examination and related civil litigation work.

Education

University of Virginia School of Law

J.D. | Law

Texas A&M University - College Station

M.S. | Management Information Systems

Texas A&M University - College Station

B.B.A. | Accounting & Business Honors

Languages

English (Spoken, Written)

Experience

Freeman Law, PLLC
2020

Ernst & Young LLP
2019

GPP, LLP
2017

PricewaterhouseCoopers LLP
2015

Accepted Jurisdictions

Texas

Certifications & Awards

Certified Public Accountant

Texas State Board of Public Accountancy

Certified Fraud Examiner

Association of Certified Fraud Examiners

Professional Associations

Texas State Bar

Current

Collin County Bar Association

Current

Texas Society of CPAs

Current

American Institute of Certified Public Accountants

Current

Association of Certified Fraud Examiners

Current

Texas Aggie Bar Association

Current