Joe Montgomery, Jr., CPA – Partner

Joe Montgomery, Jr., CPAJoe Montgomery, Jr., CPA is the founder of Montgomery & Company, CPAs and our firm’s senior partner. Joe grew M&C from his living room card table and self-produced radio ads in 1994 to the successful firm it is today. Though Joe wears many hats, he serves primarily as operations director, mentor, and of course, visionary. He is a software power user, a process optimizer and organization guru. One of Joe’s greatest satisfactions is partnering with our business clients to help them run lean, efficient, and profitable companies. Joe has served on the board of several churches and non-profits giving him special insight into how to guide these types of organizations to achieve their goals, as well. Joe is Yankee born, but loves his adopted home here in Greenville, SC.  When Joe is not burning the midnight oil at the office he and his lovely wife, Lynn, who are certified rescue divers, enjoy chilling with Nemo and Dory 60 feet under. He loves nature, traveling and is a closet sci-fi fanatic. Don’t talk with Joe until after he’s had his first Starbucks in the morning.