Be happy and be nice.
Whether he's cliff jumping or navigating the back country on skis, Zach Montgomery has never been one to take the safe route. That adventurous spirit has served him well professionally, too, he recently earned his CPA and was nominated for the Empower Clients award, a recognition that reflects his dedication to the Private Client Services space, where he continues to grow. His global perspective got another boost when he visited GBQ's India office, connecting with colleagues halfway around the world and gaining fresh insights into how client service transcends borders. His colleagues might know him as reliable and professional, but for someone whose life philosophy is simply "be happy and be nice," adventure and kindness go hand in hand.
- Professional Bio
- Zach joined GBQ in 2020 and works primarily to serve individuals as a member of the Private Client Service team. He is also involved in working with GBQ’s team in India.
- Education
- The Ohio State University
- B.A., Business Administration, Accounting
- Professional Associations
- American Institute of Certified Public Accountants
- The Ohio Society of Certified Public Accountants
Insights by Zach
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